BA
Blake L. Anderson
WEALTHGUARD ADVISORS
Placerville, CA 95667
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CRD#: 6750305
BA
Professional summary
Blake Logan Anderson, CFP®, who also goes by Blake L Anderson, is a registered financial advisor currently at WEALTHGUARD ADVISORS, INC. located in Placerville, California.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Blake has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blake L Anderson
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.
1) BLAKE LOGAN ANDERSON is a member of board of directors at Hands 4 Hope - Youth Making a Difference; Investment related: No; Location: 905-A Spring Street Placerville CA 95667; Start date: 2024-06-01; Description: non-profit organization providing leadership experiences for youth; Responsibilities Duties: attend board meetings; 0 Hours per month during trading hours; 2 Hours per month outside trading hours; 0% of total yearly compensation derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Logan Anderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
August 30, 2018 - Present
WEALTHGUARD ADVISORS, INC.
Office #1: 496 Main Street, Placerville, CA 95667RIA
CRD#: 297192
Placerville, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHGUARD ADVISORS, INC.
WEALTHGUARD ADVISORS, INC.
CRD#: 297192 / SEC#: 801-121183
RIA
Registered Investment Advisory firm - (5/7/2021 Approved)Arizona
Registered Investment Advisory firm - (10/11/2019 Terminated)California
Registered Investment Advisory firm - (6/25/2021 Terminated)Nevada
Registered Investment Advisory firm - (7/14/2021 Terminated)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (5/26/2021 Terminated)Utah
Registered Investment Advisory firm - (6/2/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/30/2018)
Current Firm
WA
WEALTHGUARD ADVISORS, INC.
WEALTHGUARD ADVISORS, INC.
CRD#: 297192 / SEC#: 801-121183
RIA
Registered Investment Advisory firm - (5/7/2021 Approved)Arizona
Registered Investment Advisory firm - (10/11/2019 Terminated)California
Registered Investment Advisory firm - (6/25/2021 Terminated)Nevada
Registered Investment Advisory firm - (7/14/2021 Terminated)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (5/26/2021 Terminated)Utah
Registered Investment Advisory firm - (6/2/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
496 Main Street, Placerville, CA 95667
Mailing Address
Phone number
(530) 621-1111
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 870 |
| AUM (Assets Under Management) | $ 163,551,836 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHGUARD ADVISORS, INC.
CRD#: 297192Placerville, CA 95667TRUST BUT VERIFY
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