Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Lebkuecher is an Investment Advisor Representative with Shadowridge Asset Management, LLC, an investment firm headquartered in Austin, TX. Ralph has been in the financial services industry since 1993 and holds Series 7, 31, 63, 65 and 66 licenses. Ralph holds a total of 3 state exam certifications and 3 product exam certifications. Ralph is also a licensed Insurance Agent. Prior to joining Shadowridge Asset Management, LLC, Ralph worked at Lincoln Investment Planning, Inc., Securian Financial Services, Inc., NationsBanc Investments, Inc., NationsSecurities, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ralph is a financial advisor with a focus on individual clients, high net worth individuals and corporations. Ralph works with his clients to develop financial plans that are designed to help them achieve their goals. He is passionate about helping people reach their financial goals, and he takes the time to get to know his clients and their needs.
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.
1
2
TX
01/28/2019 - Present
Shadowridge Asset Management, LLC (AUSTIN TX)
TX
01/08/2013 - 02/05/2019
LINCOLN INVESTMENT (AUSTIN TX)
TX
11/02/2011 - 12/06/2012
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MA
01/01/1998 - 03/18/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
03/13/1994 - 01/01/1998
NATIONSSECURITIES
NY
03/01/1993 - 12/15/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/12/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
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