Daniel I Rubio
Investment adviser representative at Allos Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
$73.6MFirm assets
15 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allos Investment Advisors, LLCApr 2026 to now
- Searcy Financial Services, Inc.Apr 2026 to now
- Beehive Federal Credit UnionSep 2025 to Dec 2025
- Strobel Family DentalAug 2024 to Dec 2024
- Brigham Young University - IdahoAug 2020 to Apr 2026
- Southeastern Community CollegeAug 2018 to May 2020
- Keokuk High SchoolApr 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, KS).
Allos Investment Advisors, LLC
$73.6MAssets managed
382Clients
8Advisers
15 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
- 8262566
- Firm CRD
- 155541