Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Clifford Rucker is a financial advisor registered with LPL Financial LLC. Kevin has been in the industry for over 6 years and has experience in both broker-dealer and investment advisor roles. Kevin is a Registered Representative in California and Texas and holds the Series 7, Series 66 and SIE licenses. He is also licensed as an Investment Advisor Representative in both California and Texas. Kevin is a dedicated financial advisor who specializes in providing financial planning and investment advice to individuals, businesses and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/25/2024 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
11/30/2016 - 03/14/2022
CUSO FINANCIAL SERVICES, L.P. (SAN FRANCISCO CA)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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