Davis Blomquist (CRD# 6448020) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry. Davis Blomquist has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aw Securities | Folsom, CA | Oct 2021 - Current | 3 |
| Hanson Mcclain Advisors, Nka Allworth Financial LP | Folsom, CA | Jan 2016 - Current | 8 |
| Liberty Mutual Insurance | Rocklin, CA | May 2015 - Dec 2015 | < 1 |
| Hanson Mcclain Advisors | Sacramento, CA | Feb 2015 - May 2015 | < 1 |
| Starbucks | Rocklin, CA | Jun 2013 - Jan 2015 | 1 |
- CA
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Total Assets Under Management19,314MILLIONS
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Total Number of Accounts66,085ACCOUNTS
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Average Account Value$292,255
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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