Andrew Anable, financial advisor Santa Barbara CA

Andrew Anable

CRD Number: 5625071
Current Firm: Safeguard Investment Advisory Group, LLC

Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cep Investment Advisory Group, Inc. Santa Barbara, CA Dec 2008 - Current 15
Cep Insurance Services, Inc. Goleta, CA Dec 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Anable
Phone Number: 877-213-7233
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    455
    MILLIONS
  • Total Number of Accounts
    2,388
    ACCOUNTS
  • Average Account Value
    $190,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, NV, OR, TN, TX, UT, WA

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