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James P. Murray

Safeguard Investment Advisory Group, LLC

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About James P. Murray

James P. Murray is an Investment Advisor Representative at Safeguard Investment Advisory Group, LLC. James has been with the firm since July 2010 and is licensed in California. James specializes in providing financial planning and portfolio management for individuals and businesses. James is also a licensed insurance agent and has expertise in a variety of investment strategies.

Firm Information

James Murray is currently registered with Safeguard Investment Advisory Group, LLC. Safeguard Investment Advisory Group, LLC is a financial advisory firm located in Corona, California. They offer financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They have over $454 million in regulatory assets under management and are registered with the SEC.
Safeguard Investment Advisory Group, LLC

4160 TEMESCAL CANYON ROAD

CORONA, CA 92883

$454.56M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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James Murray’s Registration & Firm History

CA

04/09/2021 - Present

Safeguard Investment Advisory Group, LLC (CORONA CA)

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Licenses & Designations

IA

Issued 04/02/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James P. Murray.
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