AR
AR

Anthony Richard Rubino

18 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

Loading...

Location

Eugene, OR

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is an insurance agent in Montana, representing various carriers and selling health, life, and fixed annuities. He spends about 10% of his time on this activity.

Employment History
Current Registrations
Advisornet Wealth Partners
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Go Wealth Management
June 2020 - August 2023 · 3 yrs 2 mos
Roehl & Yi Investment Advisors, LLC
May 2019 - June 2020 · 1 yr 1 mo
LPL Financial LLC
November 2017 - November 2019 · 2 yrs
LPL Financial LLCBroker
November 2017 - July 2018 · 8 mos
Investment Centers of America, INC.
March 2017 - December 2017 · 9 mos
Investment Centers of America, INC.Broker
March 2017 - November 2017 · 8 mos
Edward Jones
May 2007 - March 2017 · 9 yrs 10 mos
Edward JonesBroker
April 2007 - March 2017 · 9 yrs 11 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.