Kevin Paul Crandell

Rubicon Advisors

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Rubicon Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,278 clients

Average Client Portfolio

$266K average

Assets Under Management

$340.2M

Fee Structure

Financial Planning:Investment management only

Location

1640 East Cypress, Suite A, Redding, CA, 96002

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kevin operates Rubicon Advisors as a DBA for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also operates North State Wealth Management and Upward Junk Removal, each taking about a quarter of his time.