Brenda Way RubinoCRD Number: 4612045
Current Firm: Waddell & Reed
Brenda Way Rubino (CRD# 4612045) is an Investment Advisor Representative working at Waddell & Reed in Great Falls, MT and has over 15 years of experience in the finance industry. Brenda Way Rubino 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.
D.a. Davidson & Company
Bibler Financial Group
|Bwr Of Montana, Inc.||Great Falls, MT||May 2015 - Current||2|
|High Plains Team, LLC||Great Falls, MT||May 2015 - Current||2|
|Evergreen Second Street LLC||Albuquerque, NM||Sep 2013 - Current||4|
|Brenda Rubino||Great Falls, MT||Mar 2008 - Current||10|
|Various Insurance Carriers For W & R Insurance Agencies||Great Falls, MT||Jan 2003 - Current||15|
|Waddell & Reed, Inc.||Great Falls, MT||Nov 2002 - Current||15|
|Bwr Of Montana, Inc.||Great Falls, MT||Feb 2009 - Dec 2012||3|
|Niswanger, Rubino & Brooks||Great Falls, MT||Sep 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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