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
Jacqueline Bulava (CRD# 6172232) is an Investment Advisor Representative working at Arbor Point Advisors in Oak Park, IL and has over 5 years of experience in the finance industry.
James Burcham (CRD# 1233604) is an Investment Advisor Representative working at Arbor Point Advisors in Myrtle Beach, SC and has over 39 years of experience in the finance industry.
Jeremy Clark (CRD# 3047287) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Heights, OH and has over 25 years of experience in the finance industry.
Richard Clifford (CRD# 1446480) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 38 years of experience in the finance industry.
Robert Clifford (CRD# 3119146) is an Investment Advisor Representative working at Arbor Point Advisors in Lewiston, ID and has over 25 years of experience in the finance industry.
James Clouse (CRD# 2643112) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 28 years of experience in the finance industry.
Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 18 years of experience in the finance industry.
Brian Crosby (CRD# 1174974) is an Investment Advisor Representative working at Arbor Point Advisors in Milan, OH and has over 23 years of experience in the finance industry.
Thomas Curtin (CRD# 5243482) is an Investment Advisor Representative working at Arbor Point Advisors in Windsor, CT and has over 16 years of experience in the finance industry.
John Cvach (CRD# 2307281) is an Investment Advisor Representative working at Arbor Point Advisors in Centreville, MD and has over 30 years of experience in the finance industry.