Diane GrubeCRD Number: 6729005
Current Firm: Rbc Capital Markets, LLC
Diane Grube (CRD# 6729005) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, MN and has over 2 years of experience in the finance industry.
Concourse Financial Group Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thrivent Investment Management Inc.
|Rbc Capital Markets, LLC||Rochester, MN||Nov 2016 - Current||5|
|Crenlo||Rochester, MN||Mar 2015 - Nov 2016||1|
|Byron Middle School||Byron, MN||Nov 2006 - Mar 2015||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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