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).

Current Firm Details
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883
https://www.safeguardinvestment.com
By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    2,388
    ACCOUNTS
  • Average Account Value
    $190,351
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, NV, OR, TN, TX, UT, WA

Financial Advisors at Safeguard Investment Advisory Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Reid Abedeen, financial advisor Corona CA
Reid N. Abedeen
CRD#: 5480138
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

2
Andrew Anable, financial advisor Santa Barbara CA
Andrew J. Anable
CRD#: 5625071
116 1/2 East Sola Street, Santa Barbara, CA 93101

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.

3
Daniel Carter, financial advisor Oxnard CA
Daniel M. Carter
CRD#: 5593273
2775 N. Ventura Road, Suite 106, Oxnard, CA 93036

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.

4
Deryk Cherubini, financial advisor Corona CA
Deryk Cherubini
CRD#: 5956933
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

5
David Hart, financial advisor Corona CA
David L. Hart
CRD#: 5837444
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

6
Christopher Miller, financial advisor Corona CA
Christopher E. Miller
CRD#: 4216931
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

7
Ricky Rivera, financial advisor Corona CA
Ricky N. Rivera
CRD#: 5480478
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

8
Edward Sota, financial advisor Roseville CA
Edward A. Sota
CRD#: 5564807
3005 Douglas Blvd., Ste 150, Roseville, CA 95661

Edward Sota (CRD# 5564807) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Roseville, CA and has over 15 years of experience in the finance industry.

9
James Murray, financial advisor Corona CA
James P. Murray
CRD#: 7362344
4160 Temescal Canyon Road, Suite 307, Corona, CA 92883

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.

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.

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