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Robert Steven Behunin

LPl Financial LLC

Camarillo, CA

CRD 1671336

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
TX RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-12-10

Branch Locations

2310 E. Ponderosa Dr, Ste 2, Camarillo, CA 93010 • 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
OrganizationCityStateFromTo
Householder Group Camarillo CA 12/2010 Present
Lpl Financial Llc Camarillo CA 11/2013 Present
Householder Group Estate & Retirement Specialists Camarillo CA 11/2013 Present
  • 12/2010 → Present
    Householder Group
    Camarillo, CA
  • 11/2013 → Present
    Camarillo, CA
  • 11/2013 → Present
    Householder Group Estate & Retirement Specialists
    Camarillo, CA
Previous Registrations
  • 2013-11-19 → 2025-12-31
    Householder Group Estate & Retirement Specialists
    Camarillo, CA
  • 2010-12-16 → 2013-11-20
    Householder Group Financial Advisors, Llc
    Camarillo, CA
  • 1998-02-05 → 2010-12-22
    Camarillo, CA
    Santa Barbara, CA
    Camarillo, CA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-16
  • S63 Uniform Securities Agent State Law Examination
    1987-06-16
Other Names
  • Steve Buhunin

View on SEC IAPD

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