Michael ClarkCRD Number: 6696212
Current Firm: Protection Point Advisors
Michael Clark (CRD# 6696212) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 5 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Protection Point Advisors||Roseville, CA||Oct 2020 - Current||2|
|Penn Mutual||Philadelphia, PA||Nov 2018 - Current||4|
|Primary Capital, LLC||New York, NY||Aug 2016 - Apr 2019||2|
|Advantage One Brokers||Sacramento, CA||Jul 2018 - Nov 2018||< 1|
|Equis Financial||Ashville, NC||Apr 2017 - Jun 2018||1|
|Chargeback.com||South Jordan, UT||Dec 2015 - Mar 2017||1|
|Liqd Fund||South Jordan, UT||Dec 2015 - Mar 2017||1|
|Ihp Consulting||Draper, UT||Aug 2015 - Dec 2015||< 1|
|Nu Ride Transportation||Long Island City, NY||Apr 2015 - Aug 2015||< 1|
|Ragged Mountain Deveplopment||Salt Lake City, UT||Aug 2011 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management465MILLIONS
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)
- 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
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