Jeffrey Rupp, financial advisor Dallas TX

Jeffrey Rupp

CRD Number: 1505247
Current Firm: View Capital Ria, LP

Jeffrey Rupp (CRD# 1505247) is an Investment Advisor Representative working at View Capital Ria, LP in Dallas, TX and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
View Capital Ria, LP Dallas, TX Nov 2003 - Current 20
Vca Securities, LP Dallas, TX Jan 2004 - Jun 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Jeffrey G. Rupp
Phone Number: 214-855-2550
Firm Website: http://www.view-cap.com
Registered State(s):
  • LA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,457
    MILLIONS
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $7,394,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, LA, TX, VA

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