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).
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Total Assets Under Management465MILLION
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Total Number of Accounts1,378ACCOUNTS
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Average Account Value$337,281
- 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, TX, UT, VA
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.
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.
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.
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.
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.
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.
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 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.
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.