Michael Gallion, financial advisor San Diego CA

Michael Gallion

CRD Number: 5299276
Current Firm: Arbor Point Advisors

Michael Gallion (CRD# 5299276) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 16 years of experience in the finance industry. Michael Gallion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Arbor Point Advisors San Diego, CA Mar 2016 - Current 8
One Degree Advisors, Inc. San Diego, CA Apr 2014 - Current 9
Securities America, Inc. San Diego, CA Sep 2007 - Current 16
Michael B. Gallion San Diego, CA Aug 2005 - Current 18
Securities America Advisors, Inc. San Diego, CA Sep 2007 - May 2014 6
Strategic Financial Solutions San Diego, CA Sep 2007 - Apr 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Michael B. Gallion
Phone Number: 888-777-1992
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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