Mitch Ruibal
Mitch Ruibal is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 22 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
4550 Kearny Villa Rd. Ste 214, San Diego, CA, 92123
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitch sells fixed insurance products, including life, annuities, and health insurance, through Ruibal Wealth Management, dedicating minimal time to this activity. He is also a part owner of Ruibal Farms, LP, rents out real estate, operates UniversityCityWealth.com as a DBA for his LPL business, owns Ruibal Wealth Properties, and buys sports cards.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Investors CorporationBroker
State Registrations27 states
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