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Ilkay Sepulveda

Guardian Financial Partners, LLC

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About Ilkay Sepulveda

Ilkay Sepulveda is a registered investment advisor representative at Guardian Financial Partners, LLC, located in Laguna Niguel, CA. Ilkay has been in the securities industry for over 14 years, with previous experience at New England Securities, OneAmerica Securities, Inc., AXA Advisors, LLC, and National Planning Corporation. Ilkay is licensed to sell insurance in California and holds Series 6 and 63 licenses.

Firm Information

Ilkay Sepulveda is currently registered with Guardian Financial Partners, LLC. Guardian Financial Partners, LLC is an investment advisor headquartered in Orange, CA. They have 3 investment advisor representatives and manage over $835 million in assets for individuals, corporations, charities, pension and profit-sharing plans. The firm specializes in financial planning, portfolio management, and pension consulting. Their services are available to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses.
Guardian Financial Partners, LLC

635 E. CHAPMAN AVE.

ORANGE, CA 92866

$835.53M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ilkay Sepulveda’s Registration & Firm History

CA

02/17/2023 - Present

Guardian Financial Partners, LLC (Laguna Niguel CA)

CA

06/07/2010 - 03/07/2011

NEW ENGLAND SECURITIES (IRVINE CA)

CA

02/22/2010 - 05/07/2010

ONEAMERICA SECURITIES, INC. (SANTA ANA CA)

CA

04/01/2009 - 02/05/2010

AXA ADVISORS, LLC (IRVINE CA)

CA

08/05/2008 - 01/20/2009

NATIONAL PLANNING CORPORATION (IRVINE CA)

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Licenses & Designations

BC

Issued 09/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ilkay Sepulveda.
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