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Adam Leland Anderson

WEALTHGUARD ADVISORS, INC.·PLACERVILLE, California
SIE, Series 6, Series 7, Series 24, Series 63, Series 6620 years registeredWEALTHGUARD ADVISORS, INC.
496 MAIN STREET, PLACERVILLE, CA 95667CRD# 2924886Firm CRD# 297192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Leland Anderson · PLACERVILLE, CA
Registration
CRD #2924886 · WEALTHGUARD ADVISORS, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

WEALTHGUARD ADVISORS, INC.
Aug 2018 – present
ARBOR POINT ADVISORS
Jun 2017 – Aug 2018
PLACERVILLE, CA
SECURITIES AMERICA ADVISORS, INC.
Jan 2009 – Aug 2018
PLACERVILLE, CA
BRECEK & YOUNG ADVISORS, INC.
Jan 2006 – Jan 2009
PLACERVILLE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · January 30, 2006
Years registered · 20
03

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WEALTHGUARD ADVISORS, INC.
CRD 297192 · SEC 801-121183
AUM
$135M
Regulatory assets under management
Employees
5
904 client accounts
Services offered by WEALTHGUARD ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHGUARD ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Adam Leland Anderson offer?
Adam Leland Anderson specializes in Financial Planning, Investment Management. Contact their office in PLACERVILLE, California for a consultation.
What are Adam Leland Anderson's credentials?
Adam Leland Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Leland Anderson located?
Adam Leland Anderson is based in PLACERVILLE, California, working with WEALTHGUARD ADVISORS, INC.. Their office serves clients in the PLACERVILLE metropolitan area and surrounding communities.
How does Adam Leland Anderson charge for services?
Adam Leland Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHGUARD ADVISORS, INC.?
WEALTHGUARD ADVISORS, INC. has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHGUARD ADVISORS, INC.

Blake Logan Anderson
PLACERVILLE, CA

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