Estate Protectors

Estate Protectors (CRD# 167501) is a financial advisory firm headquartered in San Ramon, CA. They serve the financial needs of clients across 1 states (or territories).

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
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Estate Protectors
Showing 1 - 1 of 1 top financial advisors.
Troy C. Barnes
CRD#: 4421708
4 Crow Canyon Ct, Suite 125, San Ramon, CA 94583

Troy Barnes (CRD# 4421708) is an Investment Advisor Representative working at Estate Protectors in San Ramon, CA and has over 6 years of experience in the finance industry.

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