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RR

Randall K. Rubin

DECCA PRIVATE WEALTH MANAGEMENT
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 5966067
RR

Professional summary


Randall Kent Rubin, who also goes by Randall Rubin, is a registered financial advisor currently at DECCA PRIVATE WEALTH MANAGEMENT, INC. located in Los Angeles, California.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Randall has worked at 7 firms and has passed the Series 63, Series 65, Series 82TO, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Randall Rubin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UMERGENCE LLC; INV REL; REG REP/BROKER DEALER; PLANTSVILLE, CT; 11/2023; 30 HRS/MO; 20 DURING SEC HRS; 70% OF TIME SPENT IN THIS BUSINESS PRACTICE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Randall Kent Rubin's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 4, 2024 - Present

DECCA PRIVATE WEALTH MANAGEMENT, INC.

RIA
CRD#: 328165
LOS ANGELES, CA
Past

November 15, 2023 - November 3, 2025

UMERGENCE LLC

BD
CRD#: 284368
PLANTSVILLE, CT
Past

May 30, 2022 - November 2, 2023

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO
Past

April 6, 2016 - January 4, 2022

BARNES & COMPANY INVESTMENT COUNSEL, LLC

RIA
CRD#: 282136
LOS ANGELES, CA
Past

November 3, 2014 - October 18, 2016

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
LOS ANGELES, CA
Past

September 5, 2014 - July 10, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
LOS ANGELES, CA
Past

December 13, 2011 - January 8, 2014

RKR EQUITY GROUP,LLC

RIA
CRD#: 158780
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/23/2024)
IAR
Texas
(1/4/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/18/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 5/27/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DP
DECCA PRIVATE WEALTH MANAGEMENT, INC.
DECCA PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 328165 / SEC#:

California
Registered Investment Advisory firm - (2/23/2024 Approved)
Florida
Registered Investment Advisory firm - (5/12/2025 Approved)
Hawaii
Registered Investment Advisory firm - (10/4/2024 Approved)
Texas
Registered Investment Advisory firm - (10/13/2023 Approved)
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Contact information


Main Address
8911 N. Capital Of Texas Highway Suite 4200, Austin, TX 78759
Mailing Address
Phone number
(512) 428-8806
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts15
AUM (Assets Under Management)$ 1,850,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DECCA PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 328165Los Angeles, CA

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