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Kostas Kenneth Luecker

Advisor at Raymond James Financial — Baird, TX

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Baird, TX 79504

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Kostas Luecker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing. He serves as Treasurer on the board of Trinity Christian Academy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a broad network.

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Baird, TX

244 Market St

Baird TX 79504

Advisors at this office

1

Most active in

Texas

Work history

18 years of industry experience

First Bank Texas

2025 - Present • 1 year

Willow Park, TX

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

Willow Park, TX

Raymond James Financial Services, Inc.

2025 - Present • 1 year

Willow Park, TX

LPL Financial LLC

2018 - 2025 • 7 years

Bedford, TX

Wells Fargo Clearing Services, LLC

2016 - 2018 • 2 years

Fort Worth, TX

UBS Financial Services

2015 - 2016 • 1 year

Ft. Worth, TX

Capital Client group, Inc.

2014 - 2015 • 1 year

Disclosures

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Business activities & affiliations

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