Michael GallionCRD Number: 5299276
Current Firm: Arbor Point Advisors
Michael Gallion (CRD# 5299276) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 9 years of experience in the finance industry. Michael Gallion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Arbor Point Advisors||San Diego, CA||Mar 2016 - Current||< 1|
|One Degree Advisors, Inc.||San Diego, CA||Apr 2014 - Current||2|
|Securities America, Inc.||San Diego, CA||Sep 2007 - Current||9|
|Michael B. Gallion||San Diego, CA||Aug 2005 - Current||11|
|Securities America Advisors, Inc.||San Diego, CA||Sep 2007 - May 2014||6|
|Strategic Financial Solutions||San Diego, CA||Sep 2007 - Apr 2014||6|
|Linsco/private Ledger Corp.||Roseville, CA||Feb 2007 - Sep 2007||< 1|
|Fiscal Fitness Group||Folsom, CA||Jan 2005 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management552MILLIONS
Total Number of Accounts3,322ACCOUNTS
Average Account Value$166,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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