Robert Bukacek, financial advisor Claremont CA

Robert Bukacek

CRD Number: 5530774
Current Firm: Park Avenue Securities LLC

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.

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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
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Bukacek
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • GA
  • ID
  • IL
  • MD
  • MO
  • NV
  • NC
  • TX
  • UT
  • WY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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