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Kostas Luecker

Advisor at Raymond James Financial

Updated today

Location

Baird, TX 79504

Credentials

Series 63, Series 65

Industry experience

17 years

About

Kostas Luecker is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer on the board of Trinity Christian Academy. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services supported by extensive research and offers a broad range of financial planning and investment consulting solutions.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

244 Market St

Baird, TX 79504

Most active in

Texas

Work history

First Bank Texas

2025 - Present (1 year)

Raymond James Financial Services Advisors, Inc.

2025 - Present (1 year)

Raymond James Financial Services, Inc.

2025 - Present (1 year)

LPL Financial

2018 - 2025 (7 years)

Wells Fargo Clearing

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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