Ruben
Rodriguez-Dominguez

Dmk Advisor Group, Inc

CRD#2429821
Investment Advisor
in Lutz, FL

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About this Advisor

Ruben Rodriguez-Dominguez is a financial advisor based in Lutz, Florida with 1 year of industry experience. Rodriguez-Dominguez works at Dmk Advisor Group, Inc. Throughout their career, they have worked at Ubs Financial Services Inc, Investacorp Inc, Investacorp Advisory Services, Dmk Advisor Group, Inc and Ruben Rodriguez-Dominguez. Rodriguez-Dominguez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Dmk Advisor Group, Inc is a financial advisory firm operating out of Lutz, FL. The firm has a total of 42 advisors. It manages $62 million in assets under management across its 436 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 436 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services are provided. However, fee types charged by Dmk Advisor Group, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17961 Hunting Bow Circle Suite 102
Lutz, FL 33558

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Dmk Advisor Group, Inc Brokerage Details

Total Assets Under Management

$61,931,669

FL Average: $1,855,561,029
Total Number of Employees

42

FL Average: 62
Total Number of Accounts

436

FL Average: 2,474
Average Account Size

$142,045

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ruben Rodriguez-Dominguez Work History

Ruben has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Dmk Advisor Group, Inc

2018 - Present (6 years)

Ruben Rodriguez-Dominguez

2015 - 2018 (3 years)

Investacorp Inc

2015 - 2018 (3 years)

Investacorp Advisory Services

2009 - 2014 (5 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ruben Rodriguez-Dominguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dmk Advisor Group, Inc

Peter Wyrough
Annapolis, MD
Natalie Neaton
Englewood, CO
Timothy Canfield
Denver, CO
William Norton
Lutz, FL
Melissa Wagner
Lutz, FL
Michael Blackmore
Kearney, MO
Christine Cagle
Excelsior Springs, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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