Alan Rubin, financial advisor Neptune City NJ

Alan Rubin

CRD Number: 2190957
Current Firm: Targeted Financial Services, LLC

Alan Rubin (CRD# 2190957) is an Investment Advisor Representative working at Targeted Financial Services, LLC in Neptune City, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Apr 2006 - Current 17
Targeted Financial Services, LLC Woodbridge, NJ Aug 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Alan Rubin
Phone Number: 732-750-9880
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    283
    MILLIONS
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $711,939
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
Types of Clients
Registered States

CA, CT, FL, KY, NJ, NY, PA, TX

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