Alexander Koury, CFP®, financial advisor Scottsdale AZ
108 score

Alexander Koury, CFP®

CRD Number: 5607498
Current Firm: Householder Group Estate & Retirement Specialists
Compensation Model: Fee Only

Alex Koury is a CERTIFIED FINANCIAL PLANNER™ and investment manager for Householder Group Estate and Retirement Specialists, LLC in Scottsdale, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through LPL Financial. Alex is also licensed through the state of Arizona for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.

 

As Vice President of Investment Planning for Householder Group Estate & Retirement Specialists, LLC, Alex provides financial services for Scottsdale and the Phoenix Metropolitan area. He is also a Registered Representative with LPL Financial, the largest independent broker dealer in the nation, (as reported by Financial Planning Magazine, June 1996-2014, based on total revenue).

Householder Group Estate and Retirement Specialists, LLC, a Registered Investment Advisory company, is an independent full-service financial consulting firm dedicated to helping their clients build and preserve their wealth and hard earned assets. The firm’s independence enables Alex to establish working relationships with a number of industry leading financial service firms and insurance providers. Alex leverages their products to create customized portfolios; however, he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and circumstances. He prides himself on representing his clients, not the products.

 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, GA

 

Alexander Koury (CRD# 5607498) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 8 years of experience in the finance industry. Alexander Koury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Scottsdale, AZ Aug 2014 - Current 3
Householder Group Estate & Retirement Specialists Phoenix, AZ Aug 2014 - Current 3
Iphone App Development Phoenix, AZ Oct 2010 - Current 7
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Jul 2014 2
Charles Schwab & Co, Inc. Phoenix, AZ Oct 2008 - Jul 2014 5
Life Success Companies Scottsdale, AZ Nov 2008 - Jan 2009 < 1
Unemployed Phoenix, AZ Jul 2008 - Oct 2008 < 1
Us Airways Phoenix, AZ May 2008 - Jul 2008 < 1
Unemployed Phoenix, AZ Apr 2008 - May 2008 < 1
Ajilon Finance Phoenix, AZ Feb 2008 - Apr 2008 < 1
Vestar Phoenix, AZ Aug 2006 - Jan 2008 1
Raytheon Missiles Company Tucson, AZ Apr 2004 - Aug 2006 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2008
S63 Uniform Securities State Law Examination Dec 2008
S9 and 10 General Securities Sales Supervisor Examination Jun 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Alexander G. Koury, CFP®
Phone Number:
Registered State(s):
  • AZ
  • CO
  • CA
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    2,316
    ACCOUNTS
  • Average Account Value
    $206,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Firm Disclaimer:

Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA, SIPC.
Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
The designation Certified Estate Planner is issued by the AACEP.
PRIVACY DISCLOSURE
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with LPL Financial, we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
 

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BADGES
108
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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