Jeffrey Rubin, financial advisor Boca Raton FL

Jeffrey Rubin

CRD Number: 736859
Current Firm: Great Valley Advisor Group, Inc.

Jeffrey Rubin (CRD# 736859) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Boca Raton, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Boca Raton, FL Jun 2016 - Current 7
Gaines Financial Group Boca Raton, FL Jun 2016 - Current 7
Wells Fargo Advisors,llc St Louis, MO Jan 2009 - Jun 2016 7
Prudential Securities Incorporated Danbury, CT Oct 1989 - Jun 2016 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Dec 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey C. Rubin
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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