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
Richard Gigliotti (CRD# 4338840) 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.
Cindy Gleason (CRD# 2097347) is an Investment Advisor Representative working at Arbor Point Advisors in Cedar Falls, IA and has over 33 years of experience in the finance industry.
Brent Gottier (CRD# 1329980) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 39 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 22 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 24 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 18 years of experience in the finance industry.
Philip Hedrick (CRD# 1061047) is an Investment Advisor Representative working at Arbor Point Advisors in Sandpoint, ID and has over 31 years of experience in the finance industry.
Debra Hendrickson (CRD# 5206662) is an Investment Advisor Representative working at Arbor Point Advisors in Omaha, NE and has over 16 years of experience in the finance industry.
Timothy Ingalls (CRD# 2188012) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 24 years of experience in the finance industry.
Stephen Jackson (CRD# 2036675) is an Investment Advisor Representative working at Arbor Point Advisors in Houston, TX and has over 33 years of experience in the finance industry.