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
Steven Morgan (CRD# 5678870) is an Investment Advisor Representative working at Arbor Point Advisors in Westerville, OH and has over 12 years of experience in the finance industry.
Travis A. Morrow (CRD# 4145826) is Owner and President of 3 Rivers Financial Group in Kennewick WA.
He started in the financial industry March of 1998 and worked as a rep for a retail firm.
In 2001 he broke away from retail and worked as VP Of Risk Management for an independent firm.
Based on advice he received from his CPA in 2003, Mr. Morrow created his own company, Morrow Financial Group, Inc. for tax reasons.
In 2008 he decided to go it alone and created a niche based practice that focused and continues to focus on retirement planning. He added a DBA to his company name of 3 Rivers Financial Group so as to appeal to the area's consumer base.
In 2012 he obtained his series 65 (S65) to offer Fiduciary centered advice and has been growing his firm ever since.
He has a total of over 24 years experience in the financial and investment advice industry and hundreds of clients in many states across the US.
Jeffrey Nance (CRD# 2827830) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 27 years of experience in the finance industry.
Dwight O'hara (CRD# 2314789) is an Investment Advisor Representative working at Arbor Point Advisors in Deer Lodge, MT and has over 31 years of experience in the finance industry.
John Oliva (CRD# 4491621) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Petersburg, FL and has over 22 years of experience in the finance industry.
Wendi Ouellette (CRD# 4018547) is an Investment Advisor Representative working at Arbor Point Advisors in Portland, OR and has over 24 years of experience in the finance industry.
Andrew Palomo (CRD# 5634997) is an Investment Advisor Representative working at Arbor Point Advisors in Franklin, TN and has over 15 years of experience in the finance industry.
Stanley Pena (CRD# 3004825) is an Investment Advisor Representative working at Arbor Point Advisors in The Woodlands, TX and has over 24 years of experience in the finance industry.
Alena Povarova (CRD# 5594225) is an Investment Advisor Representative working at Arbor Point Advisors in Mountain View, CA and has over 15 years of experience in the finance industry.
Michael Primerano (CRD# 4619562) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 17 years of experience in the finance industry.