Protection Point Advisors

Protection Point Advisors (CRD# 291805) is a financial advisory firm headquartered in Roseville, CA. They manage $464,772,728 in 1,378 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $337,281
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
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.

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

Financial Advisors at Protection Point Advisors
Showing 1 - 10 of 19 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 28 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 29 years of experience in the finance industry.

3
Stephen M. Holmes
CRD#: 2443807
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

Stephen Holmes (CRD# 2443807) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 29 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 7 years of experience in the finance industry. Eric Imley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Wade P. Lahmann
CRD#: 2749208
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

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.

6
Gerald F. Ray
CRD#: 2675157
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

Gerald Ray (CRD# 2675157) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 27 years of experience in the finance industry.

7
Monica S. Razuleu-Munoz
CRD#: 5662916
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

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.

8
Mark J. Wyhlidko
CRD#: 2920675
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

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.

9
Richard L. Watson
CRD#: 2173329
1075 Creekside Ridge Drive, Suite 160, Roseville, CA 95678

Richard Watson (CRD# 2173329) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 31 years of experience in the finance industry. Richard Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Greg Beyer
CRD#: 7417567
Lincoln, CA

Greg Beyer (CRD# 7417567) is an Investment Advisor Representative working at Protection Point Advisors in Lincoln, CA and has 1 year of experience in the finance industry.

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