Alan Rubin
Investment adviser representative at Targeted Financial Services, LLC
24 yearsExperience
2 statesRegistered in
$353.4MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Targeted Financial Services, LLCAug 2000 to now
- Osaic Wealth, Inc.Aug 2024 to Dec 2024
- Triad Advisors, Inc.Apr 2006 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Targeted Financial Services, LLC
$353.4MAssets managed
501Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2190957
- Firm CRD
- 129049