Rubicon Advisors
Rubicon Advisors (CRD# 174447) is a financial advisory firm headquartered in Redding, CA. They manage $293,849,084 in 1,752 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management294MILLION
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Total Number of Accounts1,752ACCOUNTS
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Average Account Value$167,722
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, LA, MT, NE, NV, NY, OR, TX, UT, WA
Eric Bates (CRD# 2489387) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 29 years of experience in the finance industry.
Steven Boero (CRD# 862282) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 26 years of experience in the finance industry.
Mark Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 14 years of experience in the finance industry.
Brian Russell (CRD# 4731676) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 20 years of experience in the finance industry.
Brian Stephens (CRD# 5196738) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 17 years of experience in the finance industry.
John Winn (CRD# 5525954) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 15 years of experience in the finance industry.