Arbor Point Advisors
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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
Years of Experience
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Arbor Point Advisors Brokerage Details
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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.
Arbor Point Advisors
One Degree Advisors, Inc
Securities America, Inc
Securities America Advisors, Inc
Strategic Financial Solutions
Michael B. Gallion
Michael Gallion has no disclosures.
Please visit their SEC profile for more details.