Robert
Binkowski

Axxcess Wealth Management, LLC

CRD#4814174
Investment Advisor
in Carlsbad, CA
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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

Series 66

Years of Experience

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

6005 Hidden Valley Road Suite 290
Carlsbad, CA 92011

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$777,740,589

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,754

CA Average: 3,727
Average Account Size

$443,410

CA Average: $2,033,427

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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.

2015 - Present (4 years)

Axxcess Wealth Management LLC

2015 - Present (4 years)

Arete Wealth Management LLC

2011 - 2015 (4 years)

Lucia Securities, LLC

2010 - 2015 (5 years)

Rjl Wealth Management, LLC

2009 - 2010 (1 year)

Raymond J. Lucia Companies

2009 - 2011 (2 years)

First Allied Securities, Inc

2008 - 2009 (1 year)

Atlas Hotels

Disclosures

Robert Binkowski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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