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).
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Total Assets Under Management1,306MILLION
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
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.
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.
Barbara Barton (CRD# 1401615) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Plano, TX and has over 26 years of experience in the finance industry. Barbara Barton 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.
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.
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.
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.
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. Tracey Bryan 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.
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.
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.
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. 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.