Arbor Investment Advisors

Arbor Investment Advisors (CRD# 111077) is a financial advisory firm headquartered in Winston Salem, NC. They manage $432,544,683 in 811 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $533,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NC, NH, NY, PA, SC, TX

Financial Advisors at Arbor Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Scott E. Cawood
CRD#: 3257948
300 South Main Street, Winston Salem, NC 27101
96
Wealthminder
score

Scott Cawood (CRD# 3257948) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 17 years of experience in the finance industry. Scott Cawood 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.

2
William E. Hollan
CRD#: 5905389
300 South Main Street, Winston Salem, NC 27101
96
Wealthminder
score

William Hollan (CRD# 5905389) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 5 years of experience in the finance industry. William Hollan 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.

3
Scott D. Jones
CRD#: 4062061
300 South Main Street, Winston Salem, NC 27101
96
Wealthminder
score

Scott Jones (CRD# 4062061) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 10 years of experience in the finance industry. Scott Jones 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.

4
James E. Martin
CRD#: 1761100
300 South Main Street, Winston Salem, NC 27101
93
Wealthminder
score

James Martin (CRD# 1761100) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 27 years of experience in the finance industry.

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