Alan Werba (CRD# 837358) is an Investment Advisor Representative working at Werba Rubin Papier Wealth Management, LLC in San Jose, CA and has over 41 years of experience in the finance industry. Alan Werba 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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Werba Reinhard Holdings, Ltd. | Toronto, | Aug 2008 - Current | 15 |
| Werba Reinhard, Inc. | San Jose, CA | Aug 2008 - Current | 15 |
| Werba & Davis Advisory Services, LLC | San Jose, CA | Dec 2006 - Current | 17 |
| Loring Ward Securities, Inc. | San Jose, CA | Jan 1999 - Current | 25 |
| Lwi Financial, Inc. | San Jose, CA | Jan 1999 - Current | 25 |
| Werba Advisory Services, Inc. | San Jose, CA | Mar 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
| S65 | NASAA Investment Advisors Law Examination | May 1992 |
- CA
- TX
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Total Assets Under Management854MILLIONS
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Total Number of Accounts1,354ACCOUNTS
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Average Account Value$630,914
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, MA, NV, OR, PA, TX, WA
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