Best Investors Account Sign in
Inactive

Adam Leland Anderson

Wealthguard Advisors, Inc.

Placerville, CA

Claim This Profile
Current Employers
Wealthguard Advisors, Inc.

496 Main Street, Placerville, CA 95667 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-08-22
TX RA APPROVED_RES 2018-08-22
  • CA RA
    APPROVED
    Since 2018-08-22
  • TX RA
    APPROVED_RES
    Since 2018-08-22

Branch Locations

496 Main Street, Placerville, CA 95667 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Ukiah CA 01/2009 08/2018
Securities America Advisors, Inc. Lavista NE 01/2009 08/2018
Arbor Point Advisors Placerville CA 06/2017 08/2018
Wealthguard Advisors, Inc. Placerville CA 08/2010 Present
Wealthguard Advisors, Inc. Placerville CA 06/2018 Present
Wealthguard Advisors, Inc. Placerville CA 08/2010 Present
Previous Registrations
  • 2009-01-23 → 2018-08-21
    Securities America Advisors, Inc.
    Placerville, CA
    Placerville, CA
  • 2017-06-08 → 2018-08-21
    Arbor Point Advisors
    Placerville, CA
  • 2006-01-30 → 2009-01-23
    Brecek & Young Advisors, Inc.
    Willits, CA
    Folsom, CA
    Ukiah, CA
    Shingle Springs, CA
    Placerville, CA
Other Businesses

FIVE AM MAIN LLC POSITION: owner NATURE: Manage and maintain commercial property INVESTMENT RELATED: No NUMBER OF HOURS: 0 HOURS: 0 START DATE: 05/01/2014 ADDRESS: 496 Main st., Placerville CA 95667 DESCRIPTION: manage and maintain commercial property. Used as a branch office and houses registered reps and employees. MEMBER OF THE BOARD OF DIRECTORS FOR THE EL DORADO COUNTY CHAMBER OF COMMERCE POSITION: board member NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 to 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 542 Main St., Placerville CA 95667 DESCRIPTION: Give direction to county business affairs PLACERVILLE ECONOMIC ACTIVITY COMMITTEE POSITION: COMMITTEE MEMBER INVESTMENT RELATED: NO START DATE: 04/2018 2 HOURS/MONTH O HOURS DURING SECURITIES TRADING HOURS ADAM LELAND ANDERSON is an owner at Coloma Lotus Whitewater, LLC; Is the business investment related: No; Location of the business: 6673 Carvers Road Coloma CA 95613; Description of the business: whitewater rafting; Responsibilities Duties: manage activities of rafting business; Start date with business: 2023-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 1. ADAM LELAND ANDERSON is a Board member for Mother Lode Rehabilitation Enterprises, Inc.; Investment related: No; Location: 399 Placerville Drive Placerville CA 95667; Description: Charitable organization to empowering individuals with disabilities to enhance their quality of life; Responsibilities Duties: Attend board meetings; Start date: 2024-05-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. ADAM LELAND ANDERSON is a Board member for Marshall Foundation for Community Health; Investment related: No; Location: 1124 Sherman Street Placerville CA 95667; Description: Non-profit, community service foundation; Responsibilities Duties: Help direct giving to health related need in the county; Start date with business: 2024-12-31; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: marshallfound.org. ADAM LELAND ANDERSON is an Owner at Rivers Bend Properties, LLC; Investment related: No; Location: 6400 State Highway 49 Lotus CA 95651; Description: Rental Property; Responsibilities Duties: Physical upkeep of property grounds, handyman work.; Start date: 2026-03-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 15.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-19
S63 Uniform Securities Agent State Law Examination 1997-08-06
  • S66 Uniform Combined State Law Examination
    2005-09-19
  • S63 Uniform Securities Agent State Law Examination
    1997-08-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Placerville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor