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Robert Edward Novell

Guardian Financial Partners, LLC

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About Robert Edward Novell

Robert Edward Novell is a registered Investment Advisor Representative (IAR) with Guardian Financial Partners, LLC. Robert Novell is based in Arcadia, CA and has been in the industry since 1994. Robert Edward Novell holds Series 63, Series 65, and Series 7 licenses and has been with Guardian Financial Partners, LLC since 2024. Previous employment includes Baraban Securities, Inc. where he was registered from 1994 to 1994. Robert Novell is licensed in California. Robert Novell specializes in providing Financial Planning, Pension Consulting, and Selection of Other Advisers services.

Firm Information

Robert Novell 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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Robert Novell’s Registration & Firm History

CA

01/01/2025 - Present

Guardian Financial Partners, LLC (Arcadia CA)

NA

05/16/1994 - 09/13/1994

BARABAN SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Edward Novell.
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