Marie
Seabury

Arbor Point Advisors

CRD#5170348
Investment Advisor
in South Jordan, UT

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About this Advisor

Marie Seabury is a financial advisor based in South Jordan, Utah, working with Arbor Point Advisors. Marie has previously held positions at Keeler Thomas Inc, Sagepoint Financial, Inc, Arbor Point Advisors, Osaic Wealth, Inc, Verus Capital Partners LLC, and Securities America Inc. Marie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Marie is part of Arbor Point Advisors, which operates out of South Jordan, Utah. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

10808 S River Front Parkway Ste 359
South Jordan, UT 84095

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,929,575,682

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

2,643

UT Average: 226
Total Number of Accounts

28,010

UT Average: 7,467
Average Account Size

$247,396

UT 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

Marie Seabury Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Arbor Point Advisors

2017 - Present (7 years)

Securities America Inc

2017 - 2020 (3 years)

Verus Capital Partners LLC

2009 - 2017 (8 years)

Sagepoint Financial, Inc

2006 - 2017 (11 years)

Keeler Thomas Inc

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.

Financial Advisors at Arbor Point Advisors

Curren Webb
Omaha, NE
Gwendolyn Slater
Daytona Beach Shores, FL
Barry Smith
Pocatello, ID
Amy Clark
Boise, ID
William Webb
Omaha, NE
Thomas Kerins
Omaha, NE
Marissa Hammerstrom
Malaga, WA
Scott Mahan
Klamath Falls, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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