Gwendolyn
Slater
Arbor Point Advisors
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About this Advisor
Gwendolyn Slater is a financial advisor based in Daytona Beach Shores, Florida, working with Arbor Point Advisors. Gwendolyn has previously held positions at Osaic Wealth, Inc, Arbor Point Advisors, Securities America Inc, and Securities America Advisors. Gwendolyn has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Gwendolyn is part of Arbor Point Advisors, which operates out of Daytona Beach Shores, Florida. 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
Gwendolyn Slater Work History
Osaic Wealth, Inc
Arbor Point Advisors
Securities America Inc
Securities America Advisors
Disclosures
Please visit the SEC profile of Gwendolyn Slater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arbor Point Advisors
Malaga, WA
Omaha, NE
Omaha, NE
Omaha, NE
Boise, ID
Pocatello, ID
Daytona Beach Shores, FL
Windsor, CT
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