Edward Rubin
Edward Rubin is a registered investment advisor at LPL Financial LLC, based in North Bend, OR, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2002 Inland Dr, North Bend, OR, 97459
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other 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
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wm Financial Services, INC.Broker
UBS Painewebber INC.Broker
First Union Securities, INC.Broker
State Registrations4 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.