Cary RubmanCRD Number: 1443551
Current Firm: H.d. Vest Advisory Services, Inc.
Cary Rubman (CRD# 1443551) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Enfield, CT and has over 32 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|United Healthcare||Enfield, CT||Jan 2017 - Current||1|
|Merritt Insurance Services Inc.||West Hartford, CT||Sep 2014 - Current||3|
|Anthem Insurance||Columbus, GA||Sep 2014 - Current||3|
|Ohio National Life Insurance Company||Enfield, CO||May 2012 - Current||5|
|Connecticare Insurance Company||Enfield, CT||Jul 2008 - Current||9|
|American United Insurance||Enfield, CT||Jan 2006 - Current||12|
|Golden Rule||Endfield, CT||Dec 2003 - Current||14|
|Golden Rule||Enfield, CT||Dec 2003 - Current||14|
|Ge Capital||Enfield, CT||Dec 2003 - Current||14|
|H.d. Vest Advisory Services||Enfield, CT||Aug 1993 - Current||24|
|H.d. Vest Investment Services||Enfield, CT||Dec 1985 - Current||32|
|Healty Ct||Wallingford, CT||Sep 2014 - Dec 2016||2|
|State Life Insurance Company||Enfield, CO||Jan 2006 - Dec 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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