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Andre C Selfa

Arbor Point Advisors

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About Andre C Selfa

Andre Selfa is a financial advisor at Arbor Point Advisors in Walla Walla, WA. Andre has been a Registered Representative since 2012 and has experience providing financial planning and investment advisory services to clients. Andre is also a Registered Investment Advisor and has a license to provide financial advice in Washington.

Firm Information

Andre Selfa is currently registered with Arbor Point Advisors. Arbor Point Advisors, headquartered in LAVISTA, NE, is a financial advisor managing over $6.93 billion in assets for 28,010 clients. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. They also offer educational seminars and selection of other advisors. They operate under the SEC number 801-77135 and participate in wrap fee programs.
Arbor Point Advisors

12325 PORT GRACE BLVD.

LAVISTA, NE 68128

$6.93B

Assets Under Management

81

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andre Selfa’s Registration & Firm History

WA

04/29/2021 - Present

Arbor Point Advisors (WALLA WALLA WA)

WA

04/29/2021 - 06/14/2024

SECURITIES AMERICA, INC. (WALLA WALLA WA)

WA

04/13/2017 - 05/04/2021

AMERIPRISE FINANCIAL SERVICES, LLC (WALLA WALLA WA)

WA

06/05/2012 - 04/18/2017

LPL FINANCIAL LLC (S. RICHLAND WA)

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Licenses & Designations

BOTH

Issued 02/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andre C Selfa. Review regulatory record here.
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