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).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $142,720
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Safeguard Investment Advisory Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Dennis P. Notchick
CRD#: 5481629
9171 Towne Centre Drive Suite 410, Suite 410, San Diego, CA 92122
96
Wealthminder
score

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.

2
Reid N. Abedeen
CRD#: 5480138
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883
93
Wealthminder
score

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.

3
Edward A. Sota
CRD#: 5564807
7921 Kingswood Dr., Suite A-1, Citrus Heights, CA 95610
93
Wealthminder
score

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.

4
Christopher E. Miller
CRD#: 4216931
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883
83
Wealthminder
score

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.

5
Andrew J. Anable
CRD#: 5625071
116 1/2 East Sola Street, Santa Barbara, CA 93101
73
Wealthminder
score

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.

6
Ricky N. Rivera
CRD#: 5480478
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883
73
Wealthminder
score

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.

7
Daniel M. Carter
CRD#: 5593273
2775 N. Ventura Road, Suite 106, Oxnard, CA 93036
69
Wealthminder
score

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.

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