Adam
Lunceford

Householder Group Estate & Retirement Specialists

CRD#4686499
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Adam Lunceford is a financial advisor who works out of Scottsdale, Arizona who has 10 years of relevant experience. Lunceford is currently employed by Householder Group Estate & Retirement Specialists. During their career, Lunceford has held roles at Securities Service Network, Lpl Financial LLC and Householder Group Estate & Retirement Specialists. Lunceford has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Arizona. Householder Group Estate & Retirement Specialists is a firm based out of Scottsdale, AZ. It has offices in 27 locations and a total of 96 financial advisors. It controls $1 billion in assets under management among its 6,426 client accounts, placing it among the larger firms in the country by assets under management. Of its 6,426 client accounts, 98% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Householder Group Estate & Retirement Specialists offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Householder Group Estate & Retirement Specialists may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8985 E. Bell Road
Scottsdale, AZ 85260

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

AZ Average: $1,555,372,352
Total Number of Employees

96

AZ Average: 37
Total Number of Accounts

6,426

AZ Average: 1,370
Average Account Size

$168,254

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adam Lunceford Work History

Adam has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

Householder Group Estate & Retirement Specialists

2010 - 2013 (3 years)

Securities Service Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Lunceford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Tyler Finch
Edmond, OK
Bryan Wilczewski
Lancaster, CA
Robert Valenzuela
Rancho Mirage, CA
Justin Nimock
Englewood, CO
Suzette Bates
Columbus, MS
Douglas Parker
Houston, TX
Lisa Kachel
Clackamas, OR
Jean Elzayek
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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