Ari
Sommer
Protection Point Advisors
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About this Advisor
Ari Sommer is a financial advisor based out of Winchester, Virginia with 2 years of industry experience. Sommer is an advisor for Protection Point Advisors. During their career, Sommer has held roles at Harrison & Johnston, Plc, Stapleton Elder Law and Kaplan Test Prep. Sommer maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Virginia. Protection Point Advisors is an advisory business operating out of Roseville, CA. The investment advisory business has offices in two locations and a total of 27 advisors. It administers $465 million in total assets across its 1,378 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,378 customer accounts, 32% belong to high-net-worth clients who have at least $1 million in assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fees billed by Protection Point Advisors 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
Ari Sommer Work History
Ari has been registered as a financial advisor for 2 years.*
Harrison & Johnston, Plc
Stapleton Elder Law
Kaplan Test Prep
*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 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
Winchester, VA
Roseville, CA
Roseville, CA
Roseville, 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.
