Jay FaberCRD Number: 1364578
Current Firm: Rda Financial Network
Jay Faber (CRD# 1364578) is an Investment Advisor Representative working at Rda Financial Network in Le Mars, IA and has over 31 years of experience in the finance industry. Jay Faber 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.
Lpl Financial LLC
Money Concepts Advisory Service
Thrivent Investment Management Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2010 - Current||6|
|Rda Financial Network, Inc.||North Liberty, IA||Jan 2010 - Current||6|
|Faber Financial Services, Inc.||Le Mars, IA||Jul 1996 - Current||20|
|Multi-financial Securities Corporation||Denver, CO||Jul 2007 - Jan 2010||2|
|Legacy Advisory Services||Petaluma, CA||Mar 2004 - Jul 2007||3|
|Legacy Financial Services, Inc.||W.des Moines, IA||Jun 1999 - Jul 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management460MILLIONS
Total Number of Accounts2,827ACCOUNTS
Average Account Value$162,555
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI
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