Unclaimed
Nicolas Alejandro Rubio Rubio is an investment advisor representative with Avivar Capital, LLC, registered in California. Nicolas Rubio has been in the industry since May 2012. Avivar Capital, LLC is an investment advisory firm with offices in Palm Desert and North Hollywood, California. Nicolas Rubio is a Chartered Financial Analyst and specializes in financial planning, educational seminars, selection of other advisors, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/29/2023 - Present
Avivar Capital, LLC (Palm Desert CA)
Active
Inactive
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