Randall Rubin, financial advisor Los Angeles CA
90 score

Randall Rubin

CRD Number: 5966067
Current Firm: Independent Financial Partners

Randall Rubin (CRD# 5966067) is an Investment Advisor Representative working at Independent Financial Partners in Los Angeles, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Barnes & Company Investment Counsel, LLC Los Angeles, CA Nov 2015 - Current 1
Independent Financial Partners Los Angeles, CA Oct 2014 - Current 2
Harry Productions, LLC Los Angeles, CA Dec 1999 - Current 17
Transcendental , LLC Los Angeles, CA Jul 2004 - Feb 2016 11
Lpl Financial Los Angeles, CA Aug 2014 - Jun 2015 < 1
Rkr Equity Group, LLC Los Angeles, CA May 2011 - Jan 2014 2
Uncommon Dialogue Films, Inc. Los Angeles, CA Jun 2009 - Jan 2013 3
Jon Cutler Productions, LLC Los Angeles, CA Jan 2010 - Jan 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
S63 Uniform Securities State Law Examination Oct 2014
Contact Info for Randall K. Rubin
Phone Number: 813-341-0960
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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