Rubicon Advisors

Rubicon Advisors (CRD# 174447) is a financial advisory firm headquartered in Redding, CA. They manage $293,849,084 in 1,752 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1640 East Cypress, Suite A, Redding, CA 96002
https://www.facebook.com/pg/rubicon-advisors-roseville-1239226006192778/about/
By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    1,752
    ACCOUNTS
  • Average Account Value
    $167,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, MT, NE, NV, NY, OR, TX, UT, WA

Financial Advisors at Rubicon Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Eric Bates, financial advisor Redding CA
Eric B. Bates
CRD#: 2489387
1640 East Cypress, Suite A, Redding, CA 96002

Eric Bates (CRD# 2489387) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 29 years of experience in the finance industry.

2
Steven Boero, financial advisor Redding CA
Steven P. Boero
CRD#: 862282
1640 East Cypress, Suite A, Redding, CA 96002

Steven Boero (CRD# 862282) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 26 years of experience in the finance industry.

3
Mark Motell, financial advisor Redding CA
Mark Motell
CRD#: 5761970
1640 East Cypress, Suite A, Redding, CA 96002

Mark Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 13 years of experience in the finance industry.

4
Brian Russell, financial advisor Redding CA
Brian B. Russell
CRD#: 4731676
1640 East Cypress, Suite A, Redding, CA 96002

Brian Russell (CRD# 4731676) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 20 years of experience in the finance industry.

5
Brian Stephens, financial advisor Redding CA
Brian J. Stephens
CRD#: 5196738
1640 East Cypress, Suite A, Redding, CA 96002

Brian Stephens (CRD# 5196738) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 17 years of experience in the finance industry.

6
John Winn, financial advisor Redding CA
John S. Winn
CRD#: 5525954
1260 Pine Street, Redding, CA 96001

John Winn (CRD# 5525954) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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