Gabriela
Rubio
Creative Financial Designs, Inc
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About this Advisor
Gabriela Rubio is a financial advisor based in Fullerton, California, working with Creative Financial Designs, Inc. Gabriela has previously held positions at RBC Capital Markets, CFD Investments, Creative Financial Designs, and The Blackmont Group. Gabriela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Gabriela is part of Creative Financial Designs, Inc, which operates out of Fullerton, California. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Gabriela Rubio Work History
Cfd Investments
Creative Financial Designs
The Blackmont Group
Rbc Capital Markets
Disclosures
Please visit the SEC profile of Gabriela Rubio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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