Dean Rubin, financial advisor Locust Grove VA
93 score

Dean Rubin

CRD Number: 4488046
Current Firm: Axa Advisors, LLC

Dean Rubin (CRD# 4488046) is an Investment Advisor Representative working at Axa Advisors, LLC in Locust Grove, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jun 2005 - Current 11
Dean Rubin, Cpa Locust Grove, VA Jul 1985 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for Dean C. Rubin
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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