Alexander Koury, CFP®CRD Number: 5607498
Current Firm: Householder Group Estate & Retirement Specialists
Compensation Model: Both
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.
- Tax planning
- Estate planning
- Debt management
- Social security and retirement income
- Alternative investments (e.g., hedge funds, private equity)
- Asset allocation (advice only, not execution)
- Indexing / passive investing
- Investment management
- Buying a home
- Career change
- College preparation
- Getting married
- Having a child
- Job loss
- Retirement planning
- Sudden wealth
- Approaching retirement
- Mid-career professionals
- Young professionals
|Lpl Financial, LLC||Scottsdale, AZ||Aug 2014 - Current||2|
|Householder Group Estate & Retirement Specialists||Phoenix, AZ||Aug 2014 - Current||2|
|Iphone App Development||Phoenix, AZ||Oct 2010 - Current||6|
|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|
|Bachelor of Science||Regis University - Denver, CO||Finance & Economics||May 2003|
|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|
Total Assets Under Management478MILLIONS
Total Number of Accounts2,316ACCOUNTS
Average Account Value$206,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
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.
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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