Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC (CRD# 146132) is a financial advisory firm headquartered in Corona, CA. They manage $140,721,499 in 986 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management141MILLION
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Total Number of Accounts986ACCOUNTS
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Average Account Value$142,720
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
Dennis Notchick (CRD# 5481629) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in San Diego, CA and has over 9 years of experience in the finance industry. Dennis Notchick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Reid Abedeen (CRD# 5480138) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 10 years of experience in the finance industry.
Edward Sota (CRD# 5564807) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Citrus Heights, CA and has over 9 years of experience in the finance industry.
Christopher Miller (CRD# 4216931) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 17 years of experience in the finance industry.
Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Ricky Rivera (CRD# 5480478) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 10 years of experience in the finance industry.
Daniel Carter (CRD# 5593273) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Oxnard, CA and has over 2 years of experience in the finance industry.