John Rubottom, financial advisor Irving TX

John Rubottom

CRD Number: 4576246
Current Firm: Cottonwood Capital Advisors

John Rubottom (CRD# 4576246) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 20 years of experience in the finance industry. John Rubottom 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.

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Professional Designations
Company Name Location Dates Years
Cottonwood Capital Irving, TX Mar 2023 - Current 1
Commonwealth Financial Network San Diego, CA Jan 2016 - Mar 2023 7
Prospera Financial Services, Inc. Dallas, TX Mar 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for John W. Rubottom
Phone Number: 9725734030
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $1,288,724
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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