Michael
Gallion
Arbor Point Advisors
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About this Advisor
Michael Gallion is a financial advisor based in San Diego, California, working with Arbor Point Advisors. Michael has previously held positions at Securities America, Inc, Michael B. Gallion, One Degree Advisors, Inc, Osaic Wealth, Inc, and Arbor Point Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Arbor Point Advisors, which operates out of San Diego, California. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Gallion Work History
Osaic Wealth, Inc
Arbor Point Advisors
One Degree Advisors, Inc
Securities America, Inc
Michael B. Gallion
Disclosures
Please visit the SEC profile of Michael Gallion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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