Kevin Crandell has been an investment adviser representative at Rubicon Advisors, GP since June 2024, and is not listed among the firm’s executive officers or direct owners.
Rubicon Advisors, GP is a Redding, CA firm with $421M under management, 1,391 clients and 19 advisers across 6 offices, as of its September 2026 filing.
Kevin Crandell’s longest registration is the current one, 2 years at LPL Financial LLC since 2024. Before joining Rubicon Advisors, GP in 2024, Kevin Crandell was registered through Bright Lake Wealth Management, LLC and Valic Financial Advisors, Inc.
- LPL Financial LLCAlso current– present · 2 yearsRedding, CA · Adviser representative and broker · Firm CRD 6413
- Bright Lake Wealth Management, LLC– · 1 yearRedding, CA · Adviser representative · Firm CRD 323513
- Valic Financial Advisors, Inc.– · 1 yearRoseville, CA · Adviser representative · Firm CRD 42803
- Edward Jones– · 1 yearRedding, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Kevin Crandell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2024; the most recent is Texas, in October 2025.
- CaliforniaSince 21 June 2024
- TexasResidentSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 June 2020 |
| Series 7TO | General Securities Representative Examination | 18 May 2020 |
| SIE | Securities Industry Essentials Examination | 10 March 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kevin Paul Crandell
- CRD
- 7229328
- Firm
- Rubicon Advisors, GP · CRD 174447
- Office
- 1380 Hilltop Dr., Redding, CA 96003
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kevin Crandell work?
Kevin Crandell is an investment adviser representative registered through Rubicon Advisors, GP since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Crandell a financial advisor?
Yes. Kevin Crandell has a current investment-adviser registration in California and Texas, through Rubicon Advisors, GP since June 2024.
How many years of experience does Kevin Crandell have?
Kevin Crandell has 6 years in the financial industry, since August 2020, across 5 adviser firms.
What exams has Kevin Crandell passed?
Kevin Crandell has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2020.
Where did Kevin Crandell work before Rubicon Advisors, GP?
Before Rubicon Advisors, GP, Kevin Crandell was registered through Bright Lake Wealth Management, LLC, March 2023 to May 2024; Valic Financial Advisors, Inc., March 2022 to March 2023; Edward Jones, June 2020 to January 2022.
Where is Kevin Crandell based?
Kevin Crandell’s registered office is in Redding, CA.
Is Kevin Crandell registered with FINRA?
Yes. Kevin Crandell has a current broker registration, under CRD 7229328.
Source: FINRA BrokerCheck
How can I verify Kevin Crandell’s record?
Search CRD 7229328 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Crandell’s full registration record.