RA
CFP
RA
CFP

Ruben Gonzalo Devia Arbanil

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
623 clients
Average Client Portfolio
$531K average
Assets Under Management
$330.9M

Fee Structure

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Location

208 Church St SE, 210, Leesburg, VA, 20175

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ruben is an insurance agent for Fellows Risk Solutions, LLC, selling life insurance, and for Fellows Financial Group, LLC, selling annuities. These activities take a few hours per week.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Abich Financial Wealth Management, LLC
July 2023 - August 2024 · 1 yr 1 mo
Financial Engines Advisors L.L.C.
February 2020 - July 2023 · 3 yrs 5 mos
Ef Legacy Securities, LLCBroker
December 2016 - October 2018 · 1 yr 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.