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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gray is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Lodestar Private Asset Management LLC in Alamo, California. Prior to joining Lodestar, Kevin was a registered representative with CHARLES SCHWAB & CO., INC. and PRUCO SECURITIES CORPORATION. Kevin is a Certified Financial Planner™ and holds the Series 6, 7, 8, and 63 licenses. Kevin has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and pension plans.
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.
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CA
01/22/2025 - Present
Lodestar Private Asset Management LLC (ALAMO CA)
CA
02/11/1997 - 10/28/2009
CHARLES SCHWAB & CO., INC. (SAN RAMON CA)
NJ
09/27/1991 - 01/10/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/27/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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