Advisor at RCX Capital Group Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RCX Capital Group Advisors, LLC
Location
Boone, NC 28607
Credentials
Series 63, Series 65, Series 66
Industry experience
29 years
Clients may pay fixed fees for services as negotiated.
Up to 2% per year on total assets under management (negotiable)
Commissions may be received by affiliate broker-dealer on tax-advantaged real estate transactions; due diligence and marketing fees also received by the Firm from sponsors.
Rcx Capital Group Advisors Llc
2023 - Present (3 years)
Rcx Partners Llc
2020 - Present (6 years)
Rcx Capital Group Holdings, Llc
2018 - Present (8 years)
Covenant Investment Capital, Llc
2018 - 2023 (5 years)
Rcx Capital Group, Llc
2018 - Present (8 years)
Guinchard Family Trust
2017 - Present (9 years)
Silver Portal Capital Advisors, Llc
2014 - 2018 (4 years)
Silver Portal Capital Llc
2013 - 2018 (5 years)
O&A Real Estate Development Partners
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 63, Series 65
Boone, NC
Merrill
Matthew Kucera is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1982 after earning a Bachelor of Science degree in Finance from the College of Business at Florida State University. Matthew has over 35 years of industry experience in financial advisory services. His expertise includes providing customized wealth management strategies, retirement planning, estate planning, and investment portfolio management. Supported by specialists and top-rated research, Matthew holds FINRA registrations Series 3, 5, 7, 63, and 65. He also holds the professional designation of Personal Investment Advisor (PIA). Matthew serves as an advisor for family foundations, private school boards, and community-based organizations. Outside of his professional activities, he is an avid golfer and tennis player. Matthew and his wife, Sue Ann, reside in Merritt Island with their three children.
Series 65
Boone, NC
E2I Financial Group, LLC
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
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