linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Evan Harris Farr

Protection Point Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Evan? Claim Your Profile

About Evan Harris Farr

Evan Harris Farr is an Investment Advisor Representative with Protection Point Advisors, registered in the state of Virginia. Evan Farr has been in the industry since 1991. Evan Farr has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The firm's main office is in Roseville, California, and its advisory services include financial planning and portfolio management for individuals. Evan Farr has experience working with individuals, high-net-worth individuals, insurance companies, and pooled investment vehicles.

Firm Information

Evan Farr 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Selection of other advisers fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Evan Farr’s Registration & Firm History

CA

08/28/2020 - Present

Protection Point Advisors (ROSEVILLE CA)

Not sure if Evan Harris Farr is right for you?

Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Harris Farr.
Not sure if Evan Harris Farr is right for you?