Ronald Rubin, financial advisor Valley Glen CA
96 score

Ronald Rubin

CRD Number: 1947667
Current Firm: H. Beck, Inc.

Ronald Rubin (CRD# 1947667) is an Investment Advisor Representative working at H. Beck, Inc. in Valley Glen, CA and has over 26 years of experience in the finance industry. Ronald Rubin 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.

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Professional Designations
Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Nov 2006 - Current 10
Rubin Financial Services Studio City, CA Nov 1984 - Current 32
Ronald J. Rubin & Company, Cpa Studio City, CA Nov 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Ronald J. Rubin
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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