RB
Robert S. Behunin
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
CAMARILLO, CA 93010
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CRD#: 1671336
RB
Professional summary
Robert Steven Behunin, who also goes by Steve Buhunin, is a registered financial advisor currently at HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS located in Camarillo, California and LPL FINANCIAL LLC located in Camarillo, California.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Buhunin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/12/2013 - HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS/ DBA ONLY/ 100%/ CAMARILLO, CA. 2. 2/18/2014: NON-VARIABLE INSURANCE - BLUE CROSS AGENT. I MOSTLY WRITE MEDICARE SUPPLEMENT POLICIES FOR EXISTING CLIENTS. - TIME SPENT 5% - CAMARILLO, CA. 3. 1/9/2017 - Behunin Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2017 - 160 Hours Per Month/100 Hours During Securities Trading. 4. 5/14/2018 - Householder Group Estate & Retirement Specialists - Investment Related - At Reported Business Locations(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/2013 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Householder Group Estate & Retirement Specialists, an independent investment advisor firm. I started this business activity in 11/2013. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/10/2020 - SB Group Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 6. 1/7/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/28/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Blue Shield of California Agent.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Steven Behunin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 19, 2013 - Present
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
Office #1: 2310 East Ponderosa Drive Suite 2, Camarillo, CA 93010RIA
CRD#: 169045
CAMARILLO, CA
Current
November 12, 2013 - Present
LPL FINANCIAL LLC
Office #1: 2310 E. Ponderosa Dr, Ste 2, Camarillo, CA 93010RIA
BD
CRD#: 6413
Camarillo, CA
Past
December 16, 2010 - November 20, 2013
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC
RIA
CRD#: 149564
CAMARILLO, CA
Past
December 16, 2010 - November 13, 2013
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
SCOTTSDALE, AZ
Past
February 5, 1998 - December 22, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
CAMARILLO, CA
Past
December 18, 1997 - December 22, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
CAMARILLO, CA
Past
October 10, 1989 - January 2, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 10, 1989 - January 2, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 3, 1989 - June 21, 1989
PACIFIC SOUTHERN SECURITIES, INC.
BD
CRD#: 13155
Past
September 24, 1987 - November 26, 1988
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HG
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AMERICAN FINANCIAL SERVICES | TAX AND INVESTMENT ADVOCATES | STREFF FINANCIAL GROUP | RUSSO FINANCIAL MANAGEMENT | RIDLEY WEALTH STRATEGIES | NICKELS WEALTH MANAGEMENT | MONEY AND MINDFULNESS | MASSEY FINANCIAL SERVICES, LLC DBA MASSEY FINANCIAL SERVICES | LUNCEFORD PRIVATE WEALTH MANAGEMENT | L.H. NICKELS WEALTH MANAGEMENT | KIDWELL & COMPANY, INC | KAVE FAMILY FINANCIAL | KAVE FAMILY INSURANCE | IRA SPECIALISTS | HOUSEHOLDER GROUP OF TEXAS | HOUSEHOLDER GROUP OF ORANGE COUNTY | HOUSEHOLDER GROUP OF NEW MEXICO | HOUSEHOLDER GROUP OF DENVER | HOUSEHOLDER GROUP OF COLORADO SPRINGS | HOUSEHOLDER GROUP FINANCIAL ADVISORS | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | HOUSEHOLDER GROUP DFW | HOUSEHOLDER GROUP COACHELLA VALLEY | HOUSEHOLDER GROUP ANTELOPE VALLEY | HOUSEHOLDER FINANCIAL ADVISORS LLC | HILL FINANCIAL PLANNING | HERITAGE WEALTH MANAGEMENT | CICHON FINANCIAL SERVICES
CRD#: 169045 / SEC#: 801-78565
RIA
Registered Investment Advisory firm - (9/20/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/16/2015)
RR
Arizona(11/27/2013)
RR
California(11/12/2013)
IAR
California(11/19/2013)
RR
Colorado(6/15/2015)
RR
Florida(6/15/2015)
RR
Georgia(12/20/2024)
RR
Idaho(7/24/2014)
RR
Illinois(2/1/2023)
RR
Indiana(6/15/2015)
RR
Maryland(9/6/2017)
RR
Michigan(6/15/2015)
RR
Minnesota(6/15/2015)
RR
Missouri(12/24/2024)
RR
Nebraska(1/21/2021)
RR
Nevada(11/27/2013)
RR
New Mexico(6/15/2015)
RR
New York(6/15/2015)
RR
North Carolina(4/17/2024)
RR
Ohio(11/27/2013)
RR
Oklahoma(12/24/2024)
RR
Oregon(12/2/2014)
RR
Pennsylvania(6/15/2015)
RR
South Carolina(6/16/2015)
RR
Texas(6/15/2015)
IAR
Texas(11/17/2015)
RR
Utah(6/15/2015)
RR
Virginia(6/15/2015)
RR
Washington(6/15/2015)
RR
Wisconsin(6/15/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HG
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AMERICAN FINANCIAL SERVICES | TAX AND INVESTMENT ADVOCATES | STREFF FINANCIAL GROUP | RUSSO FINANCIAL MANAGEMENT | RIDLEY WEALTH STRATEGIES | NICKELS WEALTH MANAGEMENT | MONEY AND MINDFULNESS | MASSEY FINANCIAL SERVICES, LLC DBA MASSEY FINANCIAL SERVICES | LUNCEFORD PRIVATE WEALTH MANAGEMENT | L.H. NICKELS WEALTH MANAGEMENT | KIDWELL & COMPANY, INC | KAVE FAMILY FINANCIAL | KAVE FAMILY INSURANCE | IRA SPECIALISTS | HOUSEHOLDER GROUP OF TEXAS | HOUSEHOLDER GROUP OF ORANGE COUNTY | HOUSEHOLDER GROUP OF NEW MEXICO | HOUSEHOLDER GROUP OF DENVER | HOUSEHOLDER GROUP OF COLORADO SPRINGS | HOUSEHOLDER GROUP FINANCIAL ADVISORS | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | HOUSEHOLDER GROUP DFW | HOUSEHOLDER GROUP COACHELLA VALLEY | HOUSEHOLDER GROUP ANTELOPE VALLEY | HOUSEHOLDER FINANCIAL ADVISORS LLC | HILL FINANCIAL PLANNING | HERITAGE WEALTH MANAGEMENT | CICHON FINANCIAL SERVICES
CRD#: 169045 / SEC#: 801-78565
RIA
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Contact information
Main Address
8985 E. Bell Road, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 604-0600
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,804 |
| AUM (Assets Under Management) | $ 277,447,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
CRD#: 169045Camarillo, CA 93010TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
