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2600:9000:2202:f400:1f:b639:df80:93a1  Public Scan

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URL: https://yoursvp.com/YUZKAZ
Submission: On January 30 via manual from IT — Scanned from ES

Form analysis 1 forms found in the DOM

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TAKING BACK CONTROL OF YOUR FINANCIAL FUTURE



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First Name
Last Name
Mobile Phone
Email
Address
Apt


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DAN CARTER

Safeguard Investment Advisory Group
(800) 700-1980


Dan Carter has enjoyed 17 years in the insurance and estate planning industry.
He attributes his success to connecting with, nurturing and maintaining close,
trusting relationships with each of his clients.

Dan attended Pierce College while pursuing his associate of arts degree and
later began an extensive career in radio and marketing, which included creating
on-air shows, writing, producing and upper management roles.

His creative work in radio earned him “Best in Show” recognition, the top honor
at the Coastal California Addy Awards (The American Advertising Federation).

Dan is the host of a financial radio program, “The Big Picture Radio Show” on
KVTA 1590, Ventura County’s Gold Coast news talk station. He is also a published
writer with work distributed worldwide.

Dan is thankful and appreciative of his wife, Debbie, who has given him support
and understanding during their 35 years of marriage. He has two beautiful
children, Cali and Camron.

When he’s not working, Dan stays fit by jogging on the beach and working out
with a personal trainer. He also enjoys spending time with his kids camping and
hiking in the great outdoors of Ventura County’s Gold Coast.

Dan holds California life-only and accident and health licenses (#0C32681), a
Series 65 license and is registered as an Investment Advisor Representative with
the U.S. Securities and Exchange Commission (SEC). 

CONTACT:

2851 N Ventura Rd
102
Oxnard, CA 93036
(800) 700-1980
info@safeguardinvestment.com
https://safeguardinvestment.com/


 Safeguard Investment Advisory Group, LLC. is a registered
investment advisor. Information presented is for educational purposes only &
does not intend to make an offer or solicitation for the sale or purchase of any
securities. Investments involve risk & unless otherwise stated, are not
guaranteed. Be sure to first consult with a qualified financial advisor and/or
tax professional before implementing any strategy discussed here. Investment
Advisors, Reid Abedeen, Rick Rivera, Edward Sota, Andy Anable, Chris Miller, Dan
Carter, David Hart and Patrick Miles are also licensed to offer insurance plans
and products in the State of California under license numbers: #0C78700,
#0B51891, #0C16747, #0G78226, #0F57413,  #0C32681, #0D42046 and #0F72459 

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