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).
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Total Assets Under Management548MILLION
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Total Number of Accounts1,406ACCOUNTS
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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
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.
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.
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.
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.
Wade Lahmann (CRD# 2749208) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 27 years of experience in the finance industry.
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.
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.
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.
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.
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.