GR
CFP
GR
CFP
Gil Rubio
26 Years of Experience
Hallandale Beach, FL
1 DisclosureBroker
Gil Rubio is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2006Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
July 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2015 - July 2021 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLC
August 2015 - July 2021 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2003 - August 2015 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - August 2015 · 11 yrs 11 mos
Morgan Stanley Dw INC.Broker
October 2002 - August 2003 · 10 mos
Garban Corporates LLCBroker
July 1996 - November 1998 · 2 yrs 4 mos
Chapdelaine Corporate Securities & COBroker
January 1996 - July 1996 · 6 mos
State Registrations18 states
CACTDCFLILKSKYMANCNHNJNYPASDTNTXVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.