Unclaimed Profile

Kevin William Lange

LEGACY ONE FINANCIAL ADVISORS, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 24, Series 63Clean record28 years registeredLEGACY ONE FINANCIAL ADVISORS, LLC

8911 CAPITAL OF TEXAS HWY. N., BLDG. 3, STE. 3210, AUSTIN, TX 78759CRD# 2724921Firm CRD# 288199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin William Lange · AUSTIN, TX

Registration

CRD #2724921 · LEGACY ONE FINANCIAL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY ONE FINANCIAL ADVISORS, LLC

U.S. CAPITAL WEALTH ADVISORS, LLC

Jun 2017 – Jul 2021

AUSTIN, TX

COMMONWEALTH FINANCIAL NETWORK

Sep 2013 – Jun 2017

AUSTIN, TX

LPL FINANCIAL LLC

Jun 2005 – Oct 2013

AUSTIN, TX

ANFS, INC

Jan 2003 – Jul 2005

AUSTIN, TX

ADVANTAGE CAPITAL CORPORATION

Mar 1998 – Jun 2005

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 24, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. CAPITAL WEALTH ADVISORS, LLC

CRD 288199 · SEC 801-110515

AUM

$6.8B

Regulatory assets under management

Employees

133

10,149 client accounts

Services offered by U.S. CAPITAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at U.S. CAPITAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin William Lange offer?

Kevin William Lange specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin William Lange's credentials?

Kevin William Lange is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin William Lange located?

Kevin William Lange is based in AUSTIN, Texas, last registered with LEGACY ONE FINANCIAL ADVISORS, LLC.

How does Kevin William Lange charge for services?

Kevin William Lange's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY ONE FINANCIAL ADVISORS, LLC?

LEGACY ONE FINANCIAL ADVISORS, LLC has approximately 133 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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