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).
-
Total Assets Under Management465MILLION
-
Total Number of Accounts1,378ACCOUNTS
-
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
Evan Farr (CRD# 7290390) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 2 years of experience in the finance industry.
Michael Markiewicz (CRD# 1191235) is an Investment Advisor Representative working at Protection Point Advisors in New York, NY and has over 25 years of experience in the finance industry. Michael Markiewicz 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.
Marco Navarro (CRD# 7403571) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has 1 year of experience in the finance industry.
Michael Rosetti (CRD# 4509057) is an Investment Advisor Representative working at Protection Point Advisors in Santa Rosa, CA and has over 20 years of experience in the finance industry.
Patrick Salimi (CRD# 7116061) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 3 years of experience in the finance industry.
Ari Sommer (CRD# 7363346) is an Investment Advisor Representative working at Protection Point Advisors in Winchester, VA and has 1 year of experience in the finance industry.
George Thornock (CRD# 7345123) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has 1 year of experience in the finance industry.
Michael Welker (CRD# 4139776) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 23 years of experience in the finance industry.