Financial ADVSR advisor directory · SEC adviser records
Rubicon Advisors financial advisors
Every SEC-registered investment adviser representative at Rubicon Advisors, by the state and city of the office they work from.
12 registered advisors work at Rubicon Advisors, in 2 states and 2 cities; the most are in Redding, CA (11). 0 list the CFP designation and 12 are also registered broker representatives.
Search every Rubicon Advisors advisor by name →Who joined and left Rubicon Advisors →Rubicon Advisors: assets, clients and custodians →
Cities with the most Rubicon Advisors advisors
Rubicon Advisors advisors by state
Questions
How many financial advisors does Rubicon Advisors have?
12 investment adviser representatives are registered with Rubicon Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 12 are also registered as broker representatives.
Where does Rubicon Advisors have the most advisors?
Redding, CA, with 11 registered advisors, then Grants Pass, OR (1). By state, California has the most, with 11.
How do I find a Rubicon Advisors financial advisor near me?
Pick your state below, then your city, to see every Rubicon Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Rubicon Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →