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Edward Rubin

LPL Financial LLC
26 Years of Experience
North Bend, OR
1 DisclosureBroker
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Edward Rubin is a registered investment advisor at LPL Financial LLC, based in North Bend, OR, with 26 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2002 Inland Dr, North Bend, OR, 97459

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward provides investment services at First Community as a DBA for his LPL business. This activity is investment-related and takes up his full-time work hours.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
April 2020 - May 2025 · 5 yrs 1 mo
Cuso Financial Services, L.P.
April 2020 - May 2025 · 5 yrs 1 mo
Cuso Financial Services, L.P.
February 2012 - November 2019 · 7 yrs 9 mos
Cuso Financial Services, L.P.Broker
February 2012 - November 2019 · 7 yrs 9 mos
LPL Financial LLC
March 2011 - February 2012 · 11 mos
LPL Financial LLCBroker
March 2011 - February 2012 · 11 mos
Cuso Financial Services, L.P.
September 2005 - March 2011 · 5 yrs 6 mos
Cuso Financial Services, L.P.Broker
April 2005 - March 2011 · 5 yrs 11 mos
Wm Financial Services, INC.Broker
February 2002 - April 2005 · 3 yrs 2 mos
UBS Painewebber INC.Broker
August 2000 - January 2002 · 1 yr 5 mos
First Union Securities, INC.Broker
October 1999 - August 2000 · 10 mos
State Registrations5 states
AZNCORPAWA
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.
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