Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Behunin is an investment advisor representative registered with Householder Group Estate & Retirement Specialists, an independent investment advisor firm, and is licensed to provide investment advisory services through the firm. Robert has been in the industry since 1987 and has a variety of experience working for several firms, including Securities Service Network, Inc., LPL Financial Corporation, and American Express Financial Advisors Inc. Robert is licensed in several states and offers financial planning and investment management services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portion of third party manager fees
1
2
CA
11/17/2015 - Present
Householder Group Estate & Retirement Specialists (CAMARILLO CA)
AZ
12/16/2010 - 11/13/2013
SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)
CA
12/18/1997 - 12/22/2010
LPL FINANCIAL CORPORATION (CAMARILLO CA)
MN
10/10/1989 - 01/02/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/10/1989 - 01/02/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/03/1989 - 06/21/1989
PACIFIC RIM SECURITIES, INC.
NA
09/24/1987 - 11/26/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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