Marie
Seabury
Arbor Point Advisors
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About this Advisor
Marie Seabury is a certified financial planner operating out of South Jordan, Utah who has 3 years of industry experience. Seabury is currently employed by Arbor Point Advisors. During their career, Seabury has held roles at Keeler Thomas Inc, Sagepoint Financial, Inc, Arbor Point Advisors, Verus Capital Partners LLC and Securities America Inc. Seabury maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Utah. Arbor Point Advisors is a firm based out of La Vista, NE. It has offices in 138 locations and a total of 1,844 people on staff. It manages $6 billion in total assets across its 30,789 client accounts, placing it among the largest firms in the country by assets under management. Of its 30,789 accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. The firm provides 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. Financial advisory fees depend on which services the firm provides the client. Fee types charged by Arbor Point Advisors likely consist 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
Marie Seabury Work History
Marie has been registered as a financial advisor for 3 years.*
Arbor Point Advisors
Securities America Inc
Verus Capital Partners LLC
Sagepoint Financial, Inc
Keeler Thomas 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 Marie Seabury 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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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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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.
