Business ProfileforSafeguard Investment Advisory Group, LLC
At-a-glance
This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.
Related Categories
Business Details
- Location of This Business
- 7921 Kingswood Dr Ste A1, Citrus Hts, CA 95610-7710
- Headquarters
- 4160 Temescal Canyon Rd STE 307, Corona, CA 92883-4629
- BBB File Opened:
- 3/6/2020
- Years in Business:
- 16
- Business Started:
- 1/25/2008
- Business Started Locally:
- 11/1/1995
- Business Incorporated:
- 1/25/2008
- Accredited Since:
- 12/21/2000
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 0C78700 for this business, issued by California Department of Insurance. The expiration date of this license is 7/31/2025.
These agencies may include:
California Department of Insurance
300 S. Springs St, South Tower
Los Angeles CA 90013
BBB records show a license number of 0C16747 for this business, issued by California Department of Insurance. The expiration date of this license is 11/30/2025.These agencies may include:
California Department of Insurance
300 S. Springs St, South Tower
Los Angeles CA 90013
BBB records show a license number of CRD 146132 for this business, issued by Securities & Exchange Commission. The expiration date of this license is 10/24/2025.These agencies may include:
Securities & Exchange Commission
44 Montgomery St Ste 1100
San Francisco CA 94104
BBB records show a license number of CRD 5480138 for this business, issued by Securities & Exchange Commission. The expiration date of this license is 1/1/2025.These agencies may include:
Securities & Exchange Commission
44 Montgomery St Ste 1100
San Francisco CA 94104
BBB records show a license number of CRD 5480478 for this business, issued by Securities & Exchange Commission. The expiration date of this license is 1/1/2025.These agencies may include:
Securities & Exchange Commission
44 Montgomery St Ste 1100
San Francisco CA 94104
BBB records show a license number of CRD 5564807 for this business, issued by Securities & Exchange Commission. The expiration date of this license is 7/1/2025.These agencies may include:
Securities & Exchange Commission
44 Montgomery St Ste 1100
San Francisco CA 94104
- Type of Entity:
- Limited Liability Company (LLC)
- Related Businesses
- Business Management
- Mr. Edward Sota, President
- Contact Information
Principal
- Mr. Edward Sota, President
Customer Contact
- Mr. Edward Sota, President
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.