Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,929,575,682 in 28,010 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,930MILLION
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
David Doorneweerd (CRD# 3192484) is an Investment Advisor Representative working at Arbor Point Advisors in Longwood, FL 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 27 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 12 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 19 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 26 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 36 years of experience in the finance industry.
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 Garcia (CRD# 2729630) is an Investment Advisor Representative working at Arbor Point Advisors in Houston, TX and has over 27 years of experience in the finance industry.
Gary Gaulden (CRD# 2351454) is an Investment Advisor Representative working at Arbor Point Advisors in Durham, NC and has over 30 years of experience in the finance industry.
Joseph Gibbons (CRD# 6579333) is an Investment Advisor Representative working at Arbor Point Advisors in Vienna, VA and has over 7 years of experience in the finance industry.