James
Capper
Protection Point Advisors
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About this Advisor
James Capper is a financial advisor based in Roseville, California with a total of 1 year of relevant experience. Capper is on the advisory team at Protection Point Advisors. During their career, the advisor has held roles at Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Mass Mutual and Miner Financial And Insurance. Capper has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in California. Protection Point Advisors is a company based in Roseville, CA. The company has offices in two locations and a total of 27 financial advisors. It controls $465 million in assets among its 1,378 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,378 accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which services are provided. However, fees billed by Protection Point Advisors likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Protection Point Advisors Brokerage Details
$464,772,728
27
1,378
$337,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Capper Work History
James has been registered as a financial advisor for 1 years.*
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Miner Financial And Insurance
Mass Mutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Capper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Protection Point Advisors
Roseville, CA
Roseville, CA
Roseville, CA
Winchester, VA
Roseville, CA
Roseville, CA
Culver City, CA
Roseville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
