Michael
Clarke
Protection Point Advisors
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About this Advisor
Michael Clarke is a financial advisor based in Culver City, California with a total of 5 years of industry experience. Clarke currently works for Protection Point Advisors. During their career, the advisor has held roles at Cambridge Investment Research Advisors, Inc D/B/A Eaglewest Grp, Cambridge Investment Research, Inc and Ewg Elevate Inc D/B/A Eagle West Group. Clarke has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California and Oregon. Protection Point Advisors is a business headquartered in Roseville, CA. The company has offices in two locations and a total of 27 people on staff. It manages $465 million in total assets between its 1,378 accounts, making it one of the larger firms in the country by assets under management. Of its 1,378 customer accounts, 32% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which service is provided. Fee types billed by Protection Point Advisors likely consist of any blend 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
Michael Clarke Work History
Michael has been registered as a financial advisor for 5 years.*
Ewg Elevate Inc D/B/A Eagle West Group
Cambridge Investment Research Advisors, Inc D/B/A Eaglewest Grp
Cambridge Investment Research, Inc
*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 Michael Clarke 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
Roseville, CA
Roseville, CA
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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.
