Guardian Financial Partners, LLC

Guardian Financial Partners, LLC (CRD# 287652) is a financial advisory firm headquartered in Orange, CA. They manage $763,688,245 in 710 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
635 E. Chapman Ave., Orange, CA 92866
https://www.youtube.com/channel/uctz2vwrz16bbgkfdvd6spca?reload=9
By the Numbers
  • Total Assets Under Management
    764
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $1,075,617
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, TX

Financial Advisors at Guardian Financial Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Casey Bartels, financial advisor Orange CA
Casey S. Bartels
CRD#: 5312518
635 E. Chapman Ave., Orange, CA 92866

Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 16 years of experience in the finance industry.

2
Patrick Guinet, financial advisor Orange CA
Patrick C. Guinet
CRD#: 1570982
635 E. Chapman Ave., Orange, CA 92866

Patrick Guinet (CRD# 1570982) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 37 years of experience in the finance industry.

3
Hung Nguyen, financial advisor Orange CA
Hung P. Nguyen
CRD#: 2857985
635 E. Chapman Ave., Orange, CA 92866

Hung Nguyen (CRD# 2857985) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 26 years of experience in the finance industry.

4
Jacqueline Harper, financial advisor Victorville CA
Jacqueline Harper
CRD#: 7270236
13690 White Sail Drive, Victorville, CA 92395

Jacqueline Harper (CRD# 7270236) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Victorville, CA and has 1 year of experience in the finance industry.

5
Ilkay Sepulveda, financial advisor Laguna Niguel CA
Ilkay Sepulveda
CRD#: 2441332
Laguna Niguel, CA

Ilkay Sepulveda (CRD# 2441332) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Laguna Niguel, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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