Jeffrey Rubin
Jeffrey Rubin is a registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 45 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
3837 NW Boca Raton Blvd #100, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1998Other Business Activities
Jeffrey provides investment advisory services through Great Valley Advisor Group, Inc., dedicating about 75% of his time. He also operates under the DBA JEFFRUB Wealth Management for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.