HB
HB
Howard Bienenfeld
49 Years of Experience
San Rafael, CA
1 DisclosureBrokerSells Insurance
Howard Bienenfeld is a registered investment advisor, based in San Rafael, CA, with 49 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History (1)
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Customer Dispute
September 2012Denied
Other Business ActivitiesSells Insurance
Howard is involved with multiple entities related to Hub Retirement & Wealth Management and BLS Wealth Management, functioning as DBAs for his LPL business and as a Registered Investment Advisor. He also works for Hub International and Global Retirement Partners, dedicating full-time hours to these investment-related activities, and is an accomodation broker dealer with Hub International Investment Services Inc.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
June 2025 - Present · 11 mos
HUB International Investment Services INC.
June 2025 - Present · 11 mos
Global Retirement Partners LLC
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Family Wealth Counselors, INC.
February 2004 - September 2005 · 1 yr 7 mos
MML Investors Services, LLC
March 1991 - November 2023 · 32 yrs 8 mos
MML Investors Services, LLCBroker
November 1982 - November 2023 · 41 yrs
Massachusetts Mutual Life Insurance CompanyBroker
November 1981 - January 1988 · 6 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
December 1976 - October 1983 · 6 yrs 10 mos
State Registrations19 states
AZCACOCTFLGAINKYMDNCNJNVNYOHPASCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.