Robert BudavichCRD Number: 2381035
Current Firm: Hfg Wealth Management, LLC
Robert Budavich (CRD# 2381035) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has over 28 years of experience in the finance industry. Robert Budavich 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Avidian Wealth Solutions, LLC
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
|Hfg Wealth Management, LLC||The Woodlands, TX||Mar 2021 - Current||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2020 - Mar 2021||< 1|
|Cuna Mutual Group||Waverly, IA||Sep 2020 - Mar 2021||< 1|
|Madison Avenue Securities, LLC||San Diego, CA||Sep 2019 - Sep 2020||1|
|Allstate Insurance Company||The Woodlands, TX||Jul 2016 - Jul 2019||3|
|Independent Life & Annuity Producer||The Woodlands, TX||Aug 2015 - Jul 2016||< 1|
|Frost Brokerage Services Inc.||The Woodlands, TX||Aug 2015 - Aug 2015||< 1|
|Allstate Insurance Co||Henderson, NV||Apr 2008 - Aug 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
|S65||NASAA Investment Advisors Law Examination||May 2021|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management449MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$1,317,516
- 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
FL, LA, MN, TX, WI
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