Davis BlomquistCRD Number: 6448020
Current Firm: Allworth Financial, LP
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®). 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Aw Securities||Folsom, CA||Oct 2021 - Current||2|
|Hanson Mcclain Advisors, Nka Allworth Financial LP||Folsom, CA||Jan 2016 - Current||7|
|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|
Total Assets Under Management16,970MILLIONS
Total Number of Accounts57,843ACCOUNTS
Average Account Value$293,372
- 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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