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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Protection Point Advisors | Roseville, CA | Oct 2020 - Current | 3 |
| Penn Mutual | Philadelphia, PA | Nov 2018 - Current | 5 |
| 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 |
- CA
- UT
-
Total Assets Under Management548MILLIONS
-
Total Number of Accounts1,406ACCOUNTS
-
Average Account Value$389,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NY, OR, PA, TX, UT, VA
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