Axxcess Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Binkowski is a financial advisor based out of Carlsbad, California, with a total of 10 years of experience as a financial advisor. Binkowski is an advisor for Axxcess Wealth Management, LLC. Binkowski has gained experience at Atlas Hotels, Raymond J. Lucia Companies, First Allied Securities, Inc, Rjl Wealth Management, LLC, Lucia Securities, LLC, Axxcess Wealth Management LLC and Arete Wealth Management LLC. Binkowski has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Axxcess Wealth Management, LLC is a firm that has its headquarters in Carlsbad, California. The company has offices in four locations and a total of 10 advisors. It handles $516 million in assets between its 647 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 647 customer accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets. Axxcess Wealth Management, LLC offers a number 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 and educational seminars. Fees for financial advisory services typically depend on which services are offered. Fee types billed by Axxcess Wealth Management, LLC most likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Axxcess Wealth Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
- Educational seminars/workshops
Robert Binkowski Work History
Robert has 10 years of experience.
Axxcess Wealth Management LLC
Arete Wealth Management LLC
Lucia Securities, LLC
Rjl Wealth Management, LLC
Raymond J. Lucia Companies
First Allied Securities, Inc
Robert Binkowski has disclosures.
Please visit their SEC profile for more details.