Robert Bukacek (CRD# 5530774) is an Investment Advisor Representative working at Park Avenue Securities LLC in Corona, CA and has over 9 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
CRD# 6556257
Rs Crum Inc.
Score
103
CRD# 2375298
Eclectic Associates, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Corona, CA | May 2016 - Current | 1 |
| Guardian Life Insurance | Corona, CA | May 2016 - Current | 1 |
| Guardian Life Insurance Company | Claremont, CA | Apr 2015 - May 2016 | 1 |
| Park Avenue Securities | 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 |
| Massmutual Financial Group | Ontario, CA | Jul 2010 - Jun 2012 | 1 |
| Mml Investors Services Inc. | Ontario, CA | Jul 2010 - Jun 2012 | 1 |
| Teachers Retirement Services | Aliso Viejo, CA | Apr 2002 - Jan 2011 | 8 |
| Lewis Operating Corp | Upland, CA | Sep 2009 - May 2010 | < 1 |
| Sagepoint Financial, Inc. | La Jolla, CA | Jan 2009 - Mar 2009 | < 1 |
| Aig Financial Advisors | La Jolla, CA | Apr 2008 - Jan 2009 | < 1 |
| The Management Company LLC | Aliso Viejo, CA | Sep 2007 - Jun 2008 | < 1 |
| 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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Financial Issue
- Customer Dispute
- CA
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Total Assets Under Management6,646MILLIONS
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Total Number of Accounts39,311ACCOUNTS
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Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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