Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC (CRD# 146132) is a financial advisory firm headquartered in Corona, CA. They manage $454,557,412 in 2,388 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management455MILLION
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Total Number of Accounts2,388ACCOUNTS
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Average Account Value$190,351
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, NV, OR, TN, TX, UT, WA
Reid Abedeen (CRD# 5480138) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 16 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 15 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 8 years of experience in the finance industry.
Deryk Cherubini (CRD# 5956933) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 12 years of experience in the finance industry.
David Hart (CRD# 5837444) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 14 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 23 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 16 years of experience in the finance industry.
Edward Sota (CRD# 5564807) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Roseville, CA and has over 16 years of experience in the finance industry.
James Murray (CRD# 7362344) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Corona, CA and has over 3 years of experience in the finance industry.