Deryk Cherubini (CRD# 5956933) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | Corona, CA | Mar 2024 - Current | < 1 |
| Lpl Financial, LLC | Carlsbad, CA | Sep 2020 - Mar 2024 | 3 |
| Lpl Financial, LLC | Carlsbad, CA | Sep 2020 - Mar 2024 | 3 |
| U.s. Bancorp Investments, Inc. | Oceanside, CA | May 2012 - Aug 2020 | 8 |
| U.s. Bank | Oceanside, CA | Nov 2016 - Apr 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- CA
-
Total Assets Under Management455MILLIONS
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Total Number of Accounts2,388ACCOUNTS
-
Average Account Value$190,351
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, NV, OR, TN, TX, UT, WA
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