Ari
Sommer
Protection Point Advisors
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About this Advisor
Ari Sommer is a financial advisor based in Winchester, Virginia, working with Protection Point Advisors. Ari has previously held positions at Harrison & Johnston, Plc and Stapleton Elder Law. Ari has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Ari is part of Protection Point Advisors, which operates out of Winchester, Virginia. The firm has 1 office and 27 employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Protection Point Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Protection Point Advisors Brokerage Details
$548,304,123
27
1,406
$389,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ari Sommer Work History
Harrison & Johnston, Plc
Stapleton Elder Law
Disclosures
Please visit the SEC profile of Ari Sommer 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
Whittier, CA
Roseville, CA
Winchester, VA
Roseville, CA
Roseville, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
