Mark
Wyhlidko
Protection Point Advisors
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About this Advisor
Mark Wyhlidko is a financial advisor who works in Roseville, California who has 4 years of industry experience. Wyhlidko works at Protection Point Advisors. Over the course of their career, Wyhlidko has held roles at Certent Inc, Td Ameritrade, Eagle West Group and Ewg Elevate Inc. Wyhlidko has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in California. Protection Point Advisors is an advisory firm headquartered in Roseville, CA. The firm has offices in two locations and a total of 27 advisors. It handles $465 million in assets across its 1,378 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,378 client accounts, 32% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically are based on which services are offered. However, fee types billed by Protection Point Advisors most likely include 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
Mark Wyhlidko Work History
Mark has been registered as a financial advisor for 4 years.*
Eagle West Group
Ewg Elevate Inc
Td Ameritrade
Certent Inc
Td Ameritrade
*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 Mark Wyhlidko 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
Winchester, VA
Roseville, CA
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.
