Patrick Salimi, financial advisor Roseville CA

Patrick Salimi

CRD Number: 7116061
Current Firm: Protection Point Advisors

Patrick Salimi (CRD# 7116061) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 4 years of experience in the finance industry.

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Retireminting, Inc. Citrus Heights, CA Jul 2020 - Current 4
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick Salimi
Phone Number: 916-367-4540
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    548
    MILLIONS
  • Total Number of Accounts
    1,406
    ACCOUNTS
  • Average Account Value
    $389,974
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

AZ, CA, FL, MA, NY, OR, PA, TX, UT, VA

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