Rubicon Financial Group, LLC
RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Fountain Hills, Arizona
- CRD number
- 344258
- Fee structure
- Other
- Services
- Selection of Other Advisers
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Marvin Caldwell
Investment Adviser RepresentativeCRD 2440452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Fountain Hills, AZ
Maricopa
Location
Fountain Hills, AZ
Headquartered in Fountain Hills, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 13235 N Verde River Dr
- Time zone
- MT (UTC-7)
- Office locations
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