Joel Rubin
Joel Rubin is a registered investment advisor at Osaic Wealth, INC., based in Skokie, IL, with 37 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3828 Oakton Street, #101, Skokie, IL, 60076
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Regulatory History (1)
Regulatory
January 1995Other Business ActivitiesSells Insurance
Joel is an Investment Advisor Representative (IAR) through Securities America, dedicating a few hours per week to managing advisory accounts. Joel also works as an insurance producer, selling and servicing life insurance and annuities, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Allstate Financial Services, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.