Dina
Rubakha

Pfs Investments Inc

CRD#6292372
Investment Advisor
in Hiawatha, IA

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About this Advisor

Dina Rubakha is a financial advisor who works out of Hiawatha, Iowa, with 7 years of industry experience. Rubakha works at Pfs Investments Inc. Rubakha has gained experience at Pfs Investments Inc, Primerica Financial Services, Godiva, Elgin Community College, National Louis University and Rush University Medical Center. Rubakha holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Pfs Investments Inc is a financial advisory business operating out of Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in assets under management between its 56,552 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 36 charitable organizations. Of its 56,552 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the services offered. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1580 Boyson Rd. Ste. 1
Hiawatha, IA 52233

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

IA Average: $3,570,121,308
Total Number of Employees

3,449

IA Average: 58
Total Number of Accounts

56,552

IA Average: 1,608
Average Account Size

$125,337

IA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Dina Rubakha Work History

Dina has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Pfs Investments Inc

2014 - Present (10 years)

Rush University Medical Center

2013 - Present (11 years)

Primerica Financial Services

2013 - 2016 (3 years)

Godiva

2013 - 2013 (< 1 year)

Elgin Community College

2013 - 2013 (< 1 year)

National Louis University

*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 Dina Rubakha 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 Primerica Advisors

Dina Rubakha
Hiawatha, IA
David Johnstun
Houston, TX
Samantha Woodin
Sugar Grove, PA
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA
Christopher Tiano
Albuquerque, NM
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY

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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