Michael
Gallion

Arbor Point Advisors

CRD#5299276
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Gallion is a certified financial planner based in San Diego, California, who has been in the advisory business for 13 years. Gallion works at Arbor Point Advisors. Over the course of their career, they have held roles at Securities America, Inc, Securities America Advisors, Inc, Michael B. Gallion, Strategic Financial Solutions, One Degree Advisors, Inc and Arbor Point Advisors. Gallion holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Arbor Point Advisors is a business headquartered in San Diego, California. The firm has offices in 45 locations and a total of 89 advisors. It controls $2 billion in total assets among its 11,099 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 11,099 customer accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide range of services, including 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. Fees charged by financial advisors depend on the services provided. However, fees charged by Arbor Point Advisors likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

12396 World Trade Drive Suite 310
San Diego, CA 92128

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$2,142,413,126

CA Average: $1,978,216,465
Total Number of Employees

93

CA Average: 226
Total Number of Accounts

14,708

CA Average: 7,467
Average Account Size

$145,663

CA Average: $264,928

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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

Michael has 13 years of experience.

2016 - Present (3 years)

Arbor Point Advisors

2014 - Present (5 years)

One Degree Advisors, Inc

2007 - Present (12 years)

Securities America, Inc

2007 - 2014 (7 years)

Securities America Advisors, Inc

2007 - 2014 (7 years)

Strategic Financial Solutions

2005 - Present (14 years)

Michael B. Gallion

Disclosures

Michael Gallion has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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