Jeffrey
Rubin
Great Valley Advisor Group, Inc
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About this Advisor
Jeffrey Rubin is a financial advisor operating out of Boca Raton, Florida who has 1 year of relevant experience. Rubin is an employee of Great Valley Advisor Group, Inc. Throughout their career, Rubin has worked at Lpl Financial LLC, Gaines Financial Group, Wells Fargo Advisors, LLC and Prudential Securities Inc. Rubin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Great Valley Advisor Group, Inc is a financial advisory firm operating out of Wilmington, DE. The company has offices in 72 locations and a total of 146 advisors. It has $5 billion in assets under management among its 21,345 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Great Valley Advisor Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Rubin Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Gaines Financial Group
Wells Fargo Advisors,LLC
Prudential Securities 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 Jeffrey Rubin 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 Great Valley Advisor Group, Inc
Kutztown, PA
Boca Raton, FL
Waukesha, WI
Wilmington, DE
Black River Falls, WI
Wilmington, DE
Altoona, WI
Albertville, MN
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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