Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,305,983,348 in 6,706 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,306
    MILLION
  • Total Number of Accounts
    6,706
    ACCOUNTS
  • Average Account Value
    $194,748
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Householder Group Estate & Retirement Specialists
Showing 1 - 10 of 42 top financial advisors.
1
Veronica M. Aaron
CRD#: 2513561
10 Pointe Drive Suite 100, Brea, CA 92821

Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 29 years of experience in the finance industry.

2
Kirk M. Balin
CRD#: 4590715
9725 Third Ave Ne Suite 201, Seattle, WA 98115

Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 21 years of experience in the finance industry.

3
Barbara A. Barton
CRD#: 1401615
8985 E. Bell Road, Scottsdale, AZ 85260

Barbara Barton (CRD# 1401615) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 26 years of experience in the finance industry.

4
Suzette B. Bates
CRD#: 4904954
2900 Bluecutt Road, Suite 1, Columbus, MS 39705

Suzette Bates (CRD# 4904954) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 18 years of experience in the finance industry.

5
Robert S. Behunin
CRD#: 1671336
2310 East Ponderosa Drive, Suite 2, Camarillo, CA 93010

Robert Behunin (CRD# 1671336) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 36 years of experience in the finance industry.

6
Ernest M. Blackburn
CRD#: 2522747
2900 Bluecutt Road, Suite One, Columbus, MS 39705

Ernest Blackburn (CRD# 2522747) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 29 years of experience in the finance industry.

7
Tracey D. Bryan
CRD#: 5275034
2900 Bluecult Road, Suite 1, Columbus, MS 39705

Tracey Bryan (CRD# 5275034) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 17 years of experience in the finance industry.

8
James A. Byrd
CRD#: 4310944
6100 Uptown Blvd. Ne Suite 500, Suite 500, Albuquerque, NM 87110

James Byrd (CRD# 4310944) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Albuquerque, NM and has over 8 years of experience in the finance industry.

9
Anthony M. Coyne
CRD#: 2398240
2310 Ponderosa Drive, Suite 2, Camarillo, CA 93010

Anthony Coyne (CRD# 2398240) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 30 years of experience in the finance industry.

10
Karen J. Day
CRD#: 2559976
10135 Se Sunnyside Road, Suite 210, Clackamas, OR 97015

Karen Day (CRD# 2559976) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Clackamas, OR and has over 29 years of experience in the finance industry.

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