Protection Point Advisors

Protection Point Advisors (CRD# 291805) is a financial advisory firm headquartered in Roseville, CA. They manage $548,304,123 in 1,406 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    548
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Protection Point Advisors
Showing 1 - 10 of 17 top financial advisors.
1
Michael J. Clarke
CRD#: 2423988
400 Corporate Pointe #300, Culver City, CA 90230

Michael Clarke (CRD# 2423988) is an Investment Advisor Representative working at Protection Point Advisors in Culver City, CA and has over 29 years of experience in the finance industry.

2
John J. Heck
CRD#: 2434929
11300 Lindbergh Blvd, #103280, Fort Myers, FL 33913

John Heck (CRD# 2434929) is an Investment Advisor Representative working at Protection Point Advisors in Fort Myers, FL and has over 30 years of experience in the finance industry.

3
Stephen M. Holmes
CRD#: 2443807
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Stephen Holmes (CRD# 2443807) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 30 years of experience in the finance industry.

4
Eric G. Imley
CRD#: 6482154
400 Corporate Pointe #300, Culver City, CA 90230

Eric Imley (CRD# 6482154) is an Investment Advisor Representative working at Protection Point Advisors in Culver City, CA and has over 8 years of experience in the finance industry.

5
Wade P. Lahmann
CRD#: 2749208
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Wade Lahmann (CRD# 2749208) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 28 years of experience in the finance industry.

6
Monica S. Razuleu-Munoz
CRD#: 5662916
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Monica Razuleu-Munoz (CRD# 5662916) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 9 years of experience in the finance industry.

7
Mark J. Wyhlidko
CRD#: 2920675
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Mark Wyhlidko (CRD# 2920675) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 25 years of experience in the finance industry.

8
Richard L. Watson
CRD#: 2173329
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Richard Watson (CRD# 2173329) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 32 years of experience in the finance industry.

9
Michael Clark
CRD#: 6696212
Draper, UT

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

10
Evan H. Farr
CRD#: 7290390
3200 Douglas Blvd, Ste. 305, Roseville, CA 95661

Evan Farr (CRD# 7290390) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 3 years of experience in the finance industry.

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