Inactive

Jeffrey Lawrence Houben

Houben Planning Associates Inc.

CRD 1064842

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Employer firm

Houben Planning Associates Inc. CRD 130314

40 advisory clients

Reported services (Item 5G)

Financial planning
PORTFOLIO REVIEW AND STRATEGIES, RETIREMENT ACCOUNT COMPARISONS AND ASSISTANCE WITH THEIR SET-UP

From the firm’s Form ADV. Read the guides:

Current Employers

Houben Planning Associates Inc.

Brighton, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	1999-02-11

MA RA
APPROVED

Since 1999-02-11

Branch Locations

185 Corey Rd., Brighton, MA 02135 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Guardian Life Insurance Company	New York	NY	03/1992	Present
Park Avenue Securities Llc	New York	NY	05/1999	Present
Houben Planning Associates, Inc.	Brighton	MA	02/1999	Present

03/1992 → Present

Guardian Life Insurance Company

New York, NY
05/1999 → Present

Park Avenue Securities Llc

New York, NY
02/1999 → Present

Houben Planning Associates, Inc.

Brighton, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-03-10

S63 Uniform Securities Agent State Law Examination

1983-03-10

Designations

Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK

TRIPLE SUMMIT ADVISORS, LLC

VV CAPITAL MANAGEMENT, LP

Nearby Investors

ANDREW JED MASON

John McQuade Cole

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Brighton, MA

TRIPLE SUMMIT ADVISORS, LLC · Newton, MA

VV CAPITAL MANAGEMENT, LP · NEWTON, MA

More in Brighton, MA

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