Robert Valenzuela
CRD Number: 5956818Current Firm: Householder Group Estate & Retirement Specialists
Robert Valenzuela (CRD# 5956818) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Rancho Mirage, CA and has over 12 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Rancho Mirage, CA | May 2021 - Current | 3 |
| Householder Group Estate & Retirement Specialists, LLC | Rancho Mirage, CA | May 2021 - Current | 3 |
| Edward Jones | St Louis, MO | Oct 2018 - May 2021 | 2 |
| Unemployed | Desert Hot Springs, CA | Jul 2018 - Oct 2018 | < 1 |
| Paychex Inc. | Riverside, CA | Aug 2015 - Jul 2018 | 2 |
| J.p. Morgan Securities LLC | Palm Desert, CA | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
- LA
- TX
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Total Assets Under Management1,306MILLIONS
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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