Marie SeaburyCRD Number: 5170348
Current Firm: Arbor Point Advisors
Marie Seabury (CRD# 5170348) is an Investment Advisor Representative working at Arbor Point Advisors in South Jordan, UT and has over 15 years of experience in the finance industry. Marie Seabury 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Arbor Point Advisors||South Jordan, UT||Oct 2020 - Current||1|
|Securities America Inc.||South Jordan, UT||Sep 2017 - Current||4|
|Verus Capital Partners LLC||South Jordan, UT||Sep 2017 - Oct 2020||3|
|Sagepoint Financial, Inc.||Orem, UT||Jan 2009 - Sep 2017||8|
|Keeler Thomas Inc.||Orem, UT||Jun 2006 - Sep 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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