Rafael Amado Rubiera
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
10 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- Asesores AmadeusNov 2023 to Dec 2024
- TIAAFeb 2022 to Oct 2023
- TIAA-CREF Individual & Institutional Services, LLCFeb 2022 to Oct 2023
- State FarmDec 2020 to Dec 2021
- TIAAFeb 2016 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCFeb 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 5623658
- Firm CRD
- 8733