Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $478,101,000 in 2,316 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • 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

Financial Advisors at Householder Group Estate & Retirement Specialists
Showing 1 - 10 of 44 top financial advisors.
1
Alexander G. Koury, CFP®
CRD#: 5607498
8985 E. Bell Road, Scottsdale, AZ 85260
108
Wealthminder
score

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.

2
Jerry S. Blakely
CRD#: 1680680
650 Commerce Ave Suite A, Palmdale, CA 93551
96
Wealthminder
score

Jerry Blakely (CRD# 1680680) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Palmdale, CA and has over 21 years of experience in the finance industry. Jerry Blakely 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.

3
Karen Briggs
CRD#: 1100275
300 Admiral Way Suite 214, Edmonds, WA 98020
96
Wealthminder
score

Karen Briggs (CRD# 1100275) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Edmonds, WA and has over 23 years of experience in the finance industry. Karen Briggs 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.

4
Karen J. Day
CRD#: 2559976
14020 Se Johnson Suite 206, Milwaukie, OR 97267
96
Wealthminder
score

Karen Day (CRD# 2559976) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Milwaukie, OR and has over 22 years of experience in the finance industry. Karen Day 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.

5
Brian A. Hill
CRD#: 5153886
Carnegie, PA
96
Wealthminder
score

Brian Hill (CRD# 5153886) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Carnegie, PA and has over 10 years of experience in the finance industry. Brian Hill 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.

6
Veronica M. Aaron
CRD#: 2513561
10 Pointe Drive Suite 100, Brea, CA 92821
93
Wealthminder
score

Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 22 years of experience in the finance industry.

7
Andrea J. Argue
CRD#: 4853008
N14w23755 Stone Ridge Drive, Suite 263, Waukesha, WI 53188
93
Wealthminder
score

Andrea Argue (CRD# 4853008) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Waukesha, WI and has over 12 years of experience in the finance industry. Andrea Argue 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.

8
Kirk M. Balin
CRD#: 4590715
9725 Third Ave Ne Suite 201, Seattle, WA 98115
93
Wealthminder
score

Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 13 years of experience in the finance industry.

9
David L. Barnes
CRD#: 1243619
1425 Greenway Drive Suite 280, Irving, TX 75038
93
Wealthminder
score

David Barnes (CRD# 1243619) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Irving, TX and has over 32 years of experience in the finance industry.

10
Robert S. Behunin
CRD#: 1671336
2310 East Ponderosa Drive, Suite 2, Camarillo, CA 93010
93
Wealthminder
score

Robert Behunin (CRD# 1671336) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 29 years of experience in the finance industry.

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