David Hart (CRD# 5837444) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 14 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 | Jul 2020 - Current | 3 |
| Lifepro Asset Management, LLC | San Diego, CA | Feb 2019 - Current | 5 |
| Martin Wealth Management, LLC | Newport Beach, CA | Apr 2013 - Current | 11 |
| Martin And Associates Insurance Services, Inc. | Newport Beach, CA | Apr 2013 - Current | 11 |
| Sovereign Investment Advisors | Irvine, CA | Aug 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- 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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