Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Crandell is an investment advisor representative with Rubicon Advisors. Kevin has been in the industry since 2020 and is registered with the state of California. Kevin has experience providing investment advice to a range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Rubicon Advisors is an independent investment advisor firm that provides financial planning, portfolio management, and selection of other advisers services.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/21/2024 - Present
Rubicon Advisors (REDDING CA)
CA
03/14/2022 - 03/15/2023
VALIC FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
CA
05/19/2020 - 01/27/2022
EDWARD JONES (REDDING CA)
BOTH
Issued 06/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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