Wealthguard Advisory Group, LLC

Wealthguard Advisory Group, LLC (CRD# 127125) is a financial advisory firm headquartered in Alpharetta, GA. They manage $102,304,000 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $480,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

GA

Financial Advisors at Wealthguard Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua J. Podczervinski
CRD#: 5811713
4015 Nine Mcfarland Drive, # 150, Alpharetta, GA 30004
90
Wealthminder
score

Joshua Podczervinski (CRD# 5811713) is an Investment Advisor Representative working at Wealthguard Advisory Group, LLC in Alpharetta, GA and has 1 year of experience in the finance industry. Joshua Podczervinski 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
John L. Williams
CRD#: 3227126
4015 Nine Mcfarland Drive, # 200, Alpharetta, GA 30004
76
Wealthminder
score

John Williams (CRD# 3227126) is an Investment Advisor Representative working at Wealthguard Advisory Group, LLC in Alpharetta, GA and has over 18 years of experience in the finance industry. John Williams 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.