Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $9,133,185,913 in 39,792 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management9,133MILLION
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Total Number of Accounts39,792ACCOUNTS
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Average Account Value$229,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
Ralph Doggett (CRD# 1290481) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 38 years of experience in the finance industry. Ralph Doggett 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.
Andrew Dollman (CRD# 7027618) is an Investment Advisor Representative working at Arbor Point Advisors in Parkersburg, WV and has over 3 years of experience in the finance industry.
David Doorneweerd (CRD# 3192484) is an Investment Advisor Representative working at Arbor Point Advisors in Longwood, FL and has over 23 years of experience in the finance industry. David Doorneweerd 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.
James Doss (CRD# 3062169) is an Investment Advisor Representative working at Arbor Point Advisors in Benbrook, TX and has over 24 years of experience in the finance industry.
Michelle Drewry (CRD# 2790426) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 26 years of experience in the finance industry.
James Duke (CRD# 5887880) is an Investment Advisor Representative working at Arbor Point Advisors in American Fork, UT and has over 11 years of experience in the finance industry.
Athena Felhandler (CRD# 4823419) is an Investment Advisor Representative working at Arbor Point Advisors in Southfield, MI and has over 18 years of experience in the finance industry.
Benjamin Fuhriman (CRD# 6486513) is an Investment Advisor Representative working at Arbor Point Advisors in Idaho Falls, ID and has over 5 years of experience in the finance industry.
Adriel Gaines (CRD# 2933961) is an Investment Advisor Representative working at Arbor Point Advisors in Springfield, OR and has over 25 years of experience in the finance industry.
Lloyd Galbraith (CRD# 1766993) is an Investment Advisor Representative working at Arbor Point Advisors in Edmonds, WA and has over 35 years of experience in the finance industry. Lloyd Galbraith 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.