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).

Current Firm Details

4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

https://www.safeguardinvestment.com

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

Registered Investment Advisor

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.

Financial Advisors at Safeguard Investment Advisory Group, LLC

Showing 1 - 5 of 5 top financial advisors.

Dennis P. Notchick

CRD#: 5481629

9171 Towne Centre Drive Suite 410, Suite 410, San Diego, CA 92122

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 8 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

4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

Edward A. Sota

CRD#: 5564807

7921 Kingswood Dr., Suite A-1, Citrus Heights, CA 95610

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.

Ricky Rivera

CRD#: 5480478

4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

Daniel M. Carter

CRD#: 5593273

2775 N. Ventura Road, Suite 106, Oxnard, CA 93036

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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