Ruben Rodriguez, financial advisor Temecula CA
90 score

Ruben Rodriguez

CRD Number: 6165347
Current Firm: Primerica Advisors

Ruben Rodriguez (CRD# 6165347) is an Investment Advisor Representative working at Primerica Advisors in Temecula, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Temecula, CA Mar 2013 - Current 3
Primerica Financial Services Temecula, CA Aug 2009 - Current 7
Unemployed Menifee, CA Jan 2012 - Dec 2012 < 1
R&amp;m Consulting Service La Mirada, CA Mar 2007 - Dec 2011 4
Omny Copy Corporation Fullerton, CA Jan 2002 - Mar 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Ruben Rodriguez
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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