Tiara Kincaid

Client Service Associate

Tiara Kincaid

Client Service Associate
tkincaid@cpcadvisors.com

Tiara Kincaid joined CPC in December 2018. As a Client Services Associate, she assists CPC’s clients with their requests and client services issues.

Prior to joining CPC, Tiara spent over 4 years as a Senior Financial Services Representative at E*TRADE Financial. In this role, she specialized in estate conversions, company stock plans, client education and trading.

She obtained her Bachelor of Business Administration from North Carolina Central University, concentrating in both finance and marketing. Tiara also holds the Series 7 and 63 securities licenses.

Tiara enjoys exploring local restaurants, attending music festivals, traveling abroad with her friends, and visiting her family in the beautiful mountains of North Carolina.

tkincaid@cpcadvisors.com

Tiara Kincaid joined CPC in December 2018. As a Client Services Associate, she assists CPC’s clients with their requests and client services issues.

Prior to joining CPC, Tiara spent over 4 years as a Senior Financial Services Representative at E*TRADE Financial. In this role, she specialized in estate conversions, company stock plans, client education and trading.

She obtained her Bachelor of Business Administration from North Carolina Central University, concentrating in both finance and marketing. Tiara also holds the Series 7 and 63 securities licenses.

Tiara enjoys exploring local restaurants, attending music festivals, traveling abroad with her friends, and visiting her family in the beautiful mountains of North Carolina.

Ready to begin?
CONTACT US

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investment advisory services are offered through Consolidated Planning Corporation.  Consolidated Planning Corporation is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James Privacy Notice | © 2018 Raymond James Financial Services, Inc.,  Member FINRA / SIPC