Kevin Clifford Rucker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 03/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2016 → 03/2022
  San Francisco Fire Credit Union
  San Francisco, CA
• 03/2022 → Present
  Lpl Financial, Llc
  South San Francisco, CA

Previous Registrations

• 2017-03-30 → 2022-03-14
  Cuso Financial Services, L.P.
  San Francisco, CA

Other Businesses

1.11/01/2023; PitcherPerfect Baseball Academy; Baseball Coaching; Not Investment Related; San Francisco,CA; Start Date 05/10/2014; 10hrs/mth; 0hrs during trading 2.02/20/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Initial Point Advisors; Investment Related; at Reported Business Location(s); Start Date 02/17/2026; 160hrs/mth; 130hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-03-28

Other Names

• Kevin C. Rucker