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Michael Clark

Protection Point Advisors

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About Michael Clark

Michael Clark is a registered investment advisor representative with Protection Point Advisors. Michael is also registered as an investment advisor representative in Utah. Michael has been in the industry since 2017 and holds the Series 66, Series 7, and SIE exams. Michael previously worked at PRIMARY CAPITAL, LLC in New York, NY. Michael is experienced in providing financial planning and portfolio management services to individuals. Michael has experience working with clients of varying net worth and specializes in working with high-net-worth individuals, pooled investment vehicles, insurance companies, and other investment advisors.

Firm Information

Michael Clark 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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Michael Clark’s Registration & Firm History

UT

10/26/2020 - Present

Protection Point Advisors (Draper UT)

NY

03/07/2017 - 04/05/2019

PRIMARY CAPITAL, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Clark.
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