Michael Clark, financial advisor Roseville CA

Michael Clark

CRD Number: 6696212
Current Firm: Protection Point Advisors

Michael Clark (CRD# 6696212) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Protection Point Advisors Roseville, CA Oct 2020 - Current 2
Penn Mutual Philadelphia, PA Nov 2018 - Current 4
Primary Capital, LLC New York, NY Aug 2016 - Apr 2019 2
Advantage One Brokers Sacramento, CA Jul 2018 - Nov 2018 < 1
Equis Financial Ashville, NC Apr 2017 - Jun 2018 1
Chargeback.com South Jordan, UT Dec 2015 - Mar 2017 1
Liqd Fund South Jordan, UT Dec 2015 - Mar 2017 1
Ihp Consulting Draper, UT Aug 2015 - Dec 2015 < 1
Nu Ride Transportation Long Island City, NY Apr 2015 - Aug 2015 < 1
Ragged Mountain Deveplopment Salt Lake City, UT Aug 2011 - Apr 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Michael Clark
Phone Number: 916-367-4540
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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