Harris Rubin, financial advisor Tysons VA

Harris Rubin

CRD Number: 5976725
Current Firm: Schwab Wealth Advisory, Inc.

Harris Rubin (CRD# 5976725) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Tysons, VA and has over 12 years of experience in the finance industry. Harris Rubin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schwab Wealth Advisory Inc. Tysons Corner, VA Apr 2023 - Current < 1
Charles Schwab & Company, Inc. Tysons Corner, VA Jan 2018 - Current 6
Suntrust Advisory Services Atlanta, GA Sep 2016 - Jan 2018 1
Suntrust Investment Services Atlanta, GA Jun 2015 - Jan 2018 2
Suntrust Bank Arlington, VA May 2015 - Jan 2018 2
Wells Fargo Advisors, LLC Arlington, VA Aug 2013 - May 2015 1
Wells Fargo Bank Na Arlington, VA Jul 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Harris I. Rubin
Phone Number: 415-667-7000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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