Robert
Budavich

Allstate Financial Advisors, LLC

CRD#2381035
Investment Advisor
in Houston, TX

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About this Advisor

Robert Budavich is a financial advisor based in Houston, Texas, working with Allstate Financial Advisors, LLC. Robert has previously held positions at Allstate Insurance Co, Frost Brokerage Services Inc, Madison Avenue Securities, LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Hfg Wealth Management, LLC, Waterway Wealth Management, Allstate Insurance Company, and as an Independent Life & Annuity Producer. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Allstate Financial Advisors, LLC, which operates out of Houston, Texas. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

9739B N Houston Rosslyn Rd
Houston, TX 77088-3803

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

TX Average: $1,978,216,465
Total Number of Employees

350

TX Average: 226
Total Number of Accounts

189

TX Average: 7,467
Average Account Size

$328,756

TX Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Robert Budavich Work History

2023 - Present (1 year)

Allstate Insurance Company

2022 - 2023 (1 year)

Waterway Wealth Management

2021 - 2022 (1 year)

Hfg Wealth Management, LLC

2020 - 2021 (1 year)

Cuna Brokerage Services, Inc

2020 - 2021 (1 year)

Cuna Mutual Group

2019 - 2020 (1 year)

Madison Avenue Securities, LLC

2016 - 2019 (3 years)

Allstate Insurance Company

2015 - 2015 (< 1 year)

Frost Brokerage Services Inc

2015 - 2016 (1 year)

Independent Life & Annuity Producer

2008 - 2015 (7 years)

Allstate Insurance Co

Disclosures

Please visit the SEC profile of Robert Budavich 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 Allstate Financial Advisors, LLC

Trish Le
Burlingame, CA
Robert Burns
Falls Church, VA
Suzanne Nitzberg
Roslyn, NY
Joseph Volpi
Nashville, TN
Marlen Osadchy
Brooklyn, NY
James Makal
Bloomsburg, PA
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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