Kevin Kacvinsky, financial advisor San Diego CA
90 score

Kevin Kacvinsky

CRD Number: 6124504
Current Firm: Concert Wealth Management

Kevin Kacvinsky (CRD# 6124504) is an Investment Advisor Representative working at Concert Wealth Management in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kacvinsky Consulting, LLC San Diego, CA Jan 2016 - Current < 1
Concert Wealth Management, Inc. San Jose, CA Jan 2016 - Current < 1
John Paul The Great Catholic University Escondido, CA Nov 2015 - Current 1
Kacvinsky, Inc. San Diego, CA Oct 2015 - Current 1
Kacvinsky & Associates LLC Las Vegas, NV Oct 2014 - Nov 2015 1
Kacvinsky Organization Las Vegas, NV Oct 2013 - Nov 2015 2
Raymond James Financial Services Advisors Inc. Las Vegas, NV Jan 2013 - Nov 2015 2
Edward Jones Las Vegas, NV Oct 2012 - Jan 2013 < 1
Kacvinsky Organization Pittsburgh, PA Jun 2012 - Sep 2012 < 1
Franciscan University Of Steubenville Steubenville, OH May 2011 - Jun 2012 1
Franciscan University Of Steubenville Steubenville, OH Aug 2007 - May 2011 3
Parakleseos, LLC Beaver, PA Oct 2009 - Jun 2010 < 1
Franciscan University Of Steubenville Steubenville, OH Aug 2005 - May 2007 1
St. Vincent Archabbey/benedictine Society Latrobe, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kevin M. Kacvinsky
Phone Number: 408-856-6310
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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