Unclaimed
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 Veracity Capital LLC, a firm that provides financial planning and portfolio management services to individual and institutional clients. Kevin has over 20 years of experience in the financial services industry, and he is registered with the state of Texas. Kevin specializes in fixed insurance, retirement planning, and tax preparation. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
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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TX
07/16/2019 - Present
Veracity Capital LLC (Dallas TX)
TX
11/18/2020 - 03/17/2022
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
07/06/2006 - 11/14/2018
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
NY
12/14/2004 - 04/28/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
TX
08/04/2004 - 12/13/2004
SWS FINANCIAL SERVICES (DALLAS TX)
IL
01/28/2004 - 07/19/2004
TRADERIGHT SECURITIES (LOCKPORT IL)
MN
01/23/2003 - 01/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/2003 - 01/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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