Robert Budavich, financial advisor The Woodlands TX

Robert Budavich

CRD 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.

Similar Advisors
Scott Bishop, financial advisor The Woodlands TX
Scott A. Bishop
CRD# 2687188
Avidian Wealth Solutions, LLC
Similar Advisors
Ian Abbott, financial advisor The Woodlands TX
Ian H. Abbott
CRD# 5637067
Valic Financial Advisors, Inc.
Similar Advisors
Catherine Abbruscato, financial advisor The Woodlands TX
Catherine E. Abbruscato
CRD# 5776541
Equitable Advisors, LLC
Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Robert E. Budavich
Phone Number: 832-585-0110
Firm Website: http://www.hfgwm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    449
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $1,317,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.