Adam Leland Anderson
Investment adviser representative at Wealthguard Advisors, Inc.
17 yearsExperience
2 statesRegistered in
$172.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wealthguard Advisors, Inc.Aug 2010 to now
- Arbor Point AdvisorsJun 2017 to Aug 2018
- Securities America Advisors, Inc.Jan 2009 to Aug 2018
- Securities America, Inc.Jan 2009 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealthguard Advisors, Inc.
$172.4MAssets managed
397Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2924886
- Firm CRD
- 297192