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Ari Sommer

Protection Point Advisors

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About Ari Sommer

Ari Sommer is a registered Investment Advisor Representative with Protection Point Advisors. Ari has been working in the financial industry since 2011 and has held positions at several firms including Harrison & Johnston, PLC and Stapleton Elder Law. Ari is registered with the state of Virginia and is licensed to sell life, health, and annuity insurance. Ari also holds a Juris Doctorate and is an attorney. Ari’s primary focus is providing financial planning and portfolio management services to individuals.

Firm Information

Ari Sommer is currently registered with Protection Point Advisors. Protection Point Advisors is an investment advisor based in Roseville, CA. They have 12 licensed agents and manage over $548 million in assets. The firm provides financial planning and portfolio management for individuals and businesses. They also offer selection of other advisers. Protection Point Advisors specializes in working with high-net-worth individuals and individuals other than high-net-worth, and they have experience managing assets for pooled investment vehicles, insurance companies, and other investment advisers.
Protection Point Advisors

3200 DOUGLAS BLVD

ROSEVILLE, CA 95661

$548.30M

Assets Under Management

41

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Ari Sommer’s Registration & Firm History

VA

06/14/2021 - Present

Protection Point Advisors (Winchester VA)

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Licenses & Designations

IA

Issued 06/14/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ari Sommer.
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