Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Laurance Hart is a Registered Investment Advisor. David has been in the financial industry for 10 years. David works for Safeguard Investment Advisory Group, LLC and also has a previous association with Martin Wealth Management, LLC. David's specializations are in retirement planning, financial planning and mutual funds. David earned the Series 65 license on 4/14/2010. David is registered in the state of California. David's main focus is on individuals and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
07/10/2020 - Present
Safeguard Investment Advisory Group, LLC (CORONA CA)
IA
Issued 04/14/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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