RR
ChFC
RR
ChFC

Robert Scott Rubin

39 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
196 clients
Average Client Portfolio
$973K average
Assets Under Management
$190.7M

Fee Structure

Minimum Investment:$500K
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Location

1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is a managing member of RWA Advisors LLC, where he receives life insurance commissions and spends nearly full-time. He also serves on the board of Florida Atlantic University and Triple F Entertainment LLC, and is president of Galts Gulch LLC and on the board of Vitel Net Services.

Employment History
Current Registrations
Rwa Advisors
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
The Leaders Group, INC.Broker
December 2012 - December 2017 · 5 yrs
Valmark Advisers, INC.
May 2011 - December 2012 · 1 yr 7 mos
Valmark Advisers, INC.
November 2008 - December 2009 · 1 yr 1 mo
Valmark Securities, INC.Broker
October 2008 - December 2012 · 4 yrs 2 mos
Wachovia Insurance Services Broker Dealer, INC.Broker
April 2006 - October 2008 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
October 2000 - April 2006 · 5 yrs 6 mos
First Union Brokerage Services, INC.Broker
October 1999 - October 2000 · 1 yr
The Leaders Group, INC.Broker
July 1998 - August 1999 · 1 yr 1 mo
The Principal/eppler, Guerin & Turner, INC.Broker
December 1991 - October 1992 · 10 mos
Princor Financial Services CorporationBroker
November 1991 - September 1999 · 7 yrs 10 mos
W. S. Griffith & CO., INC.Broker
December 1985 - December 1991 · 6 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.