Safeguard Investment Advisory Group, LLC

Safeguard Investment Advisory Group, LLC (CRD# 146132) is a financial advisory firm headquartered in Corona, CA. They manage $105,286,391 in 768 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $137,092
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Safeguard Investment Advisory Group, LLC
Showing 1 - 5 of 5 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 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 9 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
Ricky 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 9 years of experience in the finance industry.

5
Daniel M. Carter
CRD#: 5593273
2775 N. Ventura Road, Suite 106, Oxnard, CA 93036
67
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.