Aubrey KubikCRD Number: 7079838
Current Firm: Rbc Capital Markets, LLC
Aubrey Kubik (CRD# 7079838) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Spokane, WA and has over 3 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Charles Schwab & Company, Inc.
|City National Bank||Spokane, WA||Dec 2019 - Current||2|
|Rbc Capital Markets, LLC||Spokane, WA||Mar 2019 - Current||3|
|U.s. Bank||Spokane, WA||Feb 2008 - Mar 2019||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- 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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