linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Jon Wyhlidko

Protection Point Advisors

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

About Mark Jon Wyhlidko

Mark Jon Wyhlidko is a registered investment advisor representative with Protection Point Advisors. Mark has been in the industry since 1998 and has experience in the financial services industry. Mark is currently registered with the state of California. Mark has a Series 63, 66, 7, 4, and 24 license.

Firm Information

Mark Wyhlidko 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.

Mark Wyhlidko’s Registration & Firm History

CA

02/21/2019 - Present

Protection Point Advisors (ROSEVILLE CA)

CA

06/08/2016 - 03/06/2019

TD AMERITRADE, INC. (ROSEVILLE CA)

GA

03/08/2012 - 07/10/2014

TD AMERITRADE, INC. (ALPHARETTA GA)

GA

09/03/1998 - 03/27/2012

E*TRADE SECURITIES LLC (ALPHARETTA GA)

Not sure if Mark Jon Wyhlidko is right for you?

Licenses & Designations

BOTH

Issued 03/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2000

Series 4 - Registered Options Principal Examination

BC

Issued 01/03/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Jon Wyhlidko.
Not sure if Mark Jon Wyhlidko is right for you?