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Robert E Budavich

Allstate Financial Advisors, LLC

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About Robert E Budavich

Robert Budavich is a financial advisor with Allstate Financial Advisors, LLC. Robert has been in the financial industry since 1996 and is a Certified Financial Planner™ and Chartered Financial Consultant. Robert has experience working with individuals, corporations, and institutions. Robert has a broad range of experience in financial planning, portfolio management, and insurance.

Firm Information

Robert Budavich is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

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Fee Structure

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.

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other

Third party advisory fees

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Robert Budavich’s Registration & Firm History

TX

03/06/2023 - Present

Allstate Financial Advisors, LLC (Spring TX)

TX

09/30/2020 - 03/12/2021

CUNA BROKERAGE SERVICES, INC. (SUGARLAND TX)

TX

09/03/2019 - 09/29/2020

MADISON AVENUE SECURITIES, LLC (The Woodlands TX)

TX

11/11/2016 - 07/29/2019

ALLSTATE FINANCIAL SERVICES, LLC (THE WOODLANDS TX)

TX

08/28/2015 - 09/25/2015

FROST BROKERAGE SERVICES, INC. (the woodlands TX)

TX

04/03/2008 - 07/29/2015

ALLSTATE FINANCIAL SERVICES, LLC (The Woodlands TX)

NV

01/10/2008 - 04/09/2008

NYLIFE SECURITIES LLC (LAS VEGAS NV)

NV

12/19/2006 - 12/06/2007

AIG FINANCIAL ADVISORS, INC. (LAS VEGAS NV)

NV

05/20/2004 - 11/30/2006

FINANCIAL WEST GROUP (LAS VEGAS NV)

NE

10/15/1996 - 05/14/2004

SECURITIES AMERICA, INC. (LAVISTA NE)

NJ

08/26/1993 - 10/25/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert E Budavich. Review regulatory record here.
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