Unclaimed
Andrew Landon Kuchera is an investment advisor representative with Lion Street Advisors, LLC in Austin, Texas. Andrew has been in the financial services industry for 7 years and holds Series 6, Series 63 and SIE licenses, as well as a Uniform Investment Adviser Law Examination. Previously, Andrew worked as a financial advisor at Triad Advisors LLC and Kestra Investment Services, LLC, where he gained experience providing financial advice to individuals and businesses. Andrew is committed to providing personalized financial advice and helping clients reach their financial goals. He specializes in financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/09/2023 - Present
Lion Street Advisors, LLC (Austin TX)
TX
03/29/2022 - 09/06/2023
TRIAD ADVISORS LLC (Austin TX)
TX
11/29/2016 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
IA
Issued 09/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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