Graciano F. Rubio
Professional summary
Graciano Freddie Rubio, CFP®, who also goes by Graciano Rubio, is a registered financial advisor currently at INFINITY FINANCIAL PLANNING located in Los Banos, California.
Graciano is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Graciano has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Graciano Freddie Rubio's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
October 14, 2019 - Present
INFINITY FINANCIAL PLANNING
Office #1: 1220 E St Ste. A, Los Banos, CA 93635October 20, 2017 - August 23, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 13, 2017 - August 23, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2019)
Exams
Current Firm
INFINITY FINANCIAL PLANNING
CRD#: 305590 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,430,000 |
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
INFINITY FINANCIAL PLANNING
CRD#: 305590Los Banos, CA 93635TRUST BUT VERIFY
Monitor Graciano Rubio
Get automatic monthly alerts on:
