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AR

Alex J. Remlinger

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CRD#: 5530833
AR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alex J Remlinger was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 2008. Alex had worked at 2 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 2013 - August 12, 2016

FINANCIAL GUARD, LLC

RIA
CRD#: 156059
SALT LAKE CITY, UT
Past

May 26, 2008 - April 29, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/21/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


FG
FINANCIAL GUARD, LLC
FINANCIAL GUARD, LLC

CRD#: 156059 / SEC#: 801-78197

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Contact information


Main Address
47 West 200 South 2nd Floor, Salt Lake City, UT 84101
Mailing Address
Phone number
(614) 973-6999
Established
Firm type
Fiscal year end
# of Employees
18

Documents


Latest Form ADV

Part 2 Brochures

FINANCIAL GUARD, LLC ADV BROCHURE PARTS 2A AND 2B DATED OCTOBER 27, 2020 (11/7/2022)

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 977,294

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL GUARD, LLC

CRD#: 156059

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