Andrew
Palomo
Arbor Point Advisors
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About this Advisor
Andrew Palomo is a certified financial planner who works out of Franklin, Tennessee with 4 years of industry experience. Palomo is currently employed by Arbor Point Advisors. Throughout their career, they have worked at Ausdal Financial Partners, Inc, Dk Mortgage, Lpl Financial LLC, Sequioa Wealth Management, LLC, Cwm, LLC, Pillar Financial Advisors, Inc, Cetera Advisor Networks LLC, Securities America, Inc and Arbor Point Advisors. Palomo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois, Tennessee and Texas. Arbor Point Advisors is an advisory firm that has its headquarters in La Vista, NE. It has offices in 138 locations and a total of 1,844 employees. It has $6 billion in assets under management among its 30,789 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 30,789 accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. Arbor Point Advisors performs a number 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. Fees charged by financial advisors typically vary depending on which service is provided. Fees charged by Arbor Point Advisors may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
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
Andrew Palomo Work History
Andrew has been registered as a financial advisor for 4 years.*
Securities America, Inc
Arbor Point Advisors
Dk Mortgage
Pillar Financial Advisors, Inc
Cwm, LLC
Cetera Advisor Networks LLC
Lpl Financial LLC
Sequioa Wealth Management, LLC
Ausdal Financial Partners, Inc
*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 Andrew Palomo 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
