Ruben Devia Arbanil (CRD# 6495654) is an Investment Advisor Representative working at Abich Financial Wealth Management, LLC in Ashburn, VA and has over 7 years of experience in the finance industry. Ruben Devia Arbanil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Abich Financial Wealth Management, LLC | Ashburn, VA | Jul 2023 - Current | < 1 |
Financial Engines Advisors, LLC | Santa Clara, CA | May 2021 - Jul 2023 | 2 |
Financial Engines Advisors, LLC | Sunnyvale, CA | Jul 2017 - Apr 2021 | 3 |
Ef Legacy Securities, LLC | Henrico, VA | Dec 2016 - Oct 2018 | 1 |
Financial Engines Advisors, LLC | Sunnyvale, CA | Sep 2016 - Jun 2017 | < 1 |
Financial Engines Advisors, LLC | Sunnyvale, CA | Apr 2015 - Aug 2016 | 1 |
Wyzant Tutoring | Ashburn, VA | Oct 2013 - Jun 2016 | 2 |
Wells Fargo Company | Leesburg, VA | Aug 2015 - Apr 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2017 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- MD
- VA
-
Total Assets Under Management150MILLIONS
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$236,411
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, FL, GA, MD, NC, PA, SC, TX, VA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.