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
Michael Gallion (CRD# 5299276) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 15 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.
Michael Garcia (CRD# 2729630) is an Investment Advisor Representative working at Arbor Point Advisors in Houston, TX and has over 26 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 29 years of experience in the finance industry. Gary Gaulden 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.
Joseph Gibbons (CRD# 6579333) is an Investment Advisor Representative working at Arbor Point Advisors in Vienna, VA and has over 6 years of experience in the finance industry.
Richard Gigliotti (CRD# 4338840) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 15 years of experience in the finance industry.
Cindy Gleason (CRD# 2097347) is an Investment Advisor Representative working at Arbor Point Advisors in Cedar Falls, IA and has over 32 years of experience in the finance industry. Cindy Gleason 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.
Brent Gottier (CRD# 1329980) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 38 years of experience in the finance industry.
Paul Gugger (CRD# 2995371) is an Investment Advisor Representative working at Arbor Point Advisors in Chula Vista, CA and has over 21 years of experience in the finance industry.
Robert Handy (CRD# 4063283) is an Investment Advisor Representative working at Arbor Point Advisors in Dickinson, TX and has over 23 years of experience in the finance industry.
Amanda Harrelson (CRD# 5016231) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 17 years of experience in the finance industry.