Kevin
Crandell
Rubicon Advisors
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About this Advisor
Kevin Crandell is a financial advisor based in Redding, California, working with Rubicon Advisors. Kevin has previously held positions at Edward Jones, Signarama, Lowe's, Crown Motors Redding, Lehigh Southwest Cement, Valic Financial Advisors, Inc, Agia, Pine Brook Wealth Management LLC, LPL Financial LLC, Rubicon Advisors, and Members 1st Credit Union. Kevin has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kevin is part of Rubicon Advisors, which operates out of Redding, California. The firm has 5 offices and 17 employees. The firm manages assets totaling $293.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Rubicon Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rubicon Advisors Brokerage Details
$293,849,084
17
1,752
$167,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Crandell Work History
Lpl Financial LLC
Rubicon Advisors
Members 1St Credit Union
Pine Brook Wealth Management LLC
Valic Financial Advisors, Inc
Agia
Edward Jones
Signarama
Lowe'S
Crown Motors Redding
Lehigh Southwest Cement
Disclosures
Please visit the SEC profile of Kevin Crandell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rubicon Advisors
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
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