Robert Bukacek (CRD# 5530774) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 15 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Claremont, CA | Jun 2019 - Current | 4 |
Park Avenue Securities | Claremont, CA | Jun 2019 - Current | 4 |
Guardian Life Insurance | Irvine, CA | Sep 2020 - Apr 2021 | < 1 |
Park Avenue Securities | Irvine, CA | Sep 2020 - Apr 2021 | < 1 |
Guardian Life Insurance | Corona, CA | May 2016 - Apr 2021 | 4 |
Park Avenue Securities | Corona, CA | May 2016 - Apr 2021 | 4 |
Guardian Life Insurance Company | Newport Beach, CA | Jun 2019 - Aug 2020 | 1 |
Park Avenue Securities | Newport Beach, CA | Jun 2019 - Aug 2020 | 1 |
Park Avenue Securities | Claremont, CA | Apr 2015 - May 2016 | 1 |
Guardian Life Insurance Company | Claremont, CA | Apr 2015 - May 2016 | 1 |
Park Avenue Securities | Corona, CA | Oct 2013 - Apr 2015 | 1 |
Guardian Life Insurance | Corona, CA | May 2012 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2008 |
S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
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