Wealth Guardian Advisory, Pllc
Wealth Guardian Advisory, Pllc (CRD# 153483) is a financial advisory firm headquartered in Gilbert, AZ. They manage $8,031,754 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$75,063
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jared Daniel (CRD# 4630493) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has over 14 years of experience in the finance industry. Jared Daniel 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.
Annick Rodarte (CRD# 6861254) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has 1 year of experience in the finance industry.