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.

Similar Advisors
David Peterson, financial advisor San Diego CA
David S. Peterson
CRD# 5854571
Edward Jones
Score
100
Similar Advisors
Guillermo Adame, financial advisor San Diego CA
Guillermo D. Adame
CRD# 4903966
Western Wealth Management LLC
Score
96
Similar Advisors
Michael Busico, financial advisor San Diego CA
Michael S. Busico
CRD# 4606674
1st Financial Planning Group, Inc.
Score
96
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
    130
    MILLIONS
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $147,560
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

CA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.