Adriel
Gaines

Arbor Point Advisors

CRD#2933961
Investment Advisor
in Springfield, OR

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About this Advisor

Adriel Gaines is a financial advisor working out of Springfield, Oregon who has 3 years of industry experience. Gaines is currently employed by Arbor Point Advisors. During their career, the advisor has held roles at Cetera Advisors LLC, Securities America, Inc, Arbor Point Advisors and Kms Financial Services. Gaines maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon and Texas. Arbor Point Advisors is a financial advisory company that has its headquarters in La Vista, NE. The firm has offices in 138 locations and a total of 1,844 people on staff. It oversees $6 billion in total assets across its 30,789 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 30,789 accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a broad set of services, such as 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. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types charged by Arbor Point Advisors most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

655 A St Suite D
Springfield, OR 97477

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,428,973,356

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

1,844

OR Average: 226
Total Number of Accounts

30,789

OR Average: 7,467
Average Account Size

$208,807

OR Average: $264,928

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

Adriel Gaines Work History

Adriel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Arbor Point Advisors

2019 - 2020 (1 year)

Kms Financial Services

2013 - 2019 (6 years)

Cetera Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adriel Gaines 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

Dwight O'Hara
Deer Lodge, MT
Timothy Ingalls
Windsor, CT
Scott Mahan
Klamath Falls, OR
James Bell
Spokane, WA
Jeffrey Brooks
Vancouver, WA
G Lowe
Vancouver, WA
April Wallace
Auburn, AL
Adriel Gaines
Springfield, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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