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Brenda Louise Way rubino

Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
  • Seminars and workshops

Experience

24 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Superteam LLCAug 2020 to Jul 2021
  3. Bwr of Montana, Inc.May 2015 to Jul 2021
  4. High Plains Team, LLCMay 2015 to Jul 2021
  5. Evergreen Second Street LLCSep 2013 to Aug 2020
  6. Brenda RubinoMar 2008 to Jul 2021
  7. Various Insurance Carriers for W & R Insurance AgenciesJan 2003 to Jul 2021
  8. Waddell & Reed, Inc.Nov 2002 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (MT, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
4612045
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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