Mark Rubey

last updated 3/31/2018

Mark D. Rubey

Vice President, Client Services at Retirement Advisors

Location:
15725 Dallas Parkway Suite 220, Addison, Texas, United States
HQ Phone:
(800) 321-9123

General Information

Experience

Certified Financial Planner - First Tennessee Bank

Team Manager - Fidelity Investments

Education

BS - Finance , Northern Illinois University

MBA - Financial and Estate Planning , University of Dallas

Recent News  

RAA: Registered Investment Advisor for Pilots

Mark Rubey, CFP®
Relationship Manager Mark D. Rubey serves as a Relationship Manager for RAA. Mark joined RAA in 2003. Prior to RAA, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning from the University of Dallas. Mark is a Certified Financial Planner™.

Read More
RAA: Registered Investment Advisor for Pilots

Mark Rubey, CFP®
Vice President, Client Service Mark D. Rubey serves as the Vice President of Client Service for RAA. Mark joined RAA in 2003. He leads the Relationship Manager team, which is responsible for client communications. Prior to RAA, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning from the University of Dallas. Mark is a Certified Financial Planner™.

Read More
RAA: Registered Investment Advisor for Pilots

Mark Rubey, CFP®
Vice President, Client Service Mark D. Rubey serves as the Vice President of Client Service for Retirement Advisors of America. Mark joined RAA in 2003. He leads the Relationship Manager team, which is responsible for client communications. Prior to RAA, Mark was a Team Manager with Fidelity Investments for nine years. Mark holds a BS in Finance from Northern Illinois University and an MBA, with an emphasis in Financial and Estate Planning from the University of Dallas. Mark is a Certified Financial Planner™.

Read More

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