Kevin Kacvinsky, financial advisor San Diego CA
93 score

Kevin Kacvinsky

CRD Number: 6124504
Current Firm: Prosperity Financial Group, Inc.

Kevin Kacvinsky (CRD# 6124504) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Prosperity Financial Group San Ramon, CA Oct 2016 - Current 1
Kacvinsky Consulting, LLC San Diego, CA Jan 2016 - Current 2
John Paul The Great Catholic University Escondido, CA Nov 2015 - Current 2
Kacvinsky, Inc. San Diego, CA Oct 2015 - Current 2
Concert Wealth Management, Inc. San Jose, CA Jan 2016 - Sep 2016 < 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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kevin M. Kacvinsky
Phone Number: 925-314-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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

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