PS
Patrick Salimi
PROTECTION POINT ADVISORS
Walnut Creek, CA 94596
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CRD#: 7116061
PS
Professional summary
Patrick Salimi is a registered financial advisor currently at PROTECTION POINT ADVISORS located in Walnut Creek, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I have my California Insurance Licence. Retireminting, Inc.; investment related: Yes; Location of the business: 7006 Rocky Point Court, Citrus Heights, CA 95610; Description of the business: Consultation for investment and legal firms; Position Title: President; Responsibilities Duties: Marketing, Consulting, Systems creation for legal and investment firms.; Start date with business: 2020-07-15; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 50. Patrick Salimi is an co-author of a book titled A firm worth building: Running a better professional business sold on Amazon.com
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Salimi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 31, 2019 - Present
PROTECTION POINT ADVISORS
Office #1: 1981 N. Broadway Suite 300, Walnut Creek, CA 94596RIA
CRD#: 291805
Walnut Creek, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.
CRD#: 291805 / SEC#: 801-113898
RIA
Registered Investment Advisory firm - (8/27/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/31/2019)
Current Firm
PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.
CRD#: 291805 / SEC#: 801-113898
RIA
Registered Investment Advisory firm - (8/27/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Douglas Blvd Ste. 305, Roseville, CA 95661
Mailing Address
Phone number
(916) 367-4540
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,620 |
| AUM (Assets Under Management) | $ 578,353,657 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROTECTION POINT ADVISORS
CRD#: 291805Walnut Creek, CA 94596TRUST BUT VERIFY
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