Allworth Financial, LP
Allworth Financial, LP (CRD# 111167) is a financial advisory firm headquartered in Folsom, CA. They manage $16,969,522,811 in 57,843 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management16,970MILLION
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Total Number of Accounts57,843ACCOUNTS
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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
Steven Burnett (CRD# 2315967) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry. Steven Burnett 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.
Bret Butcher (CRD# 5257622) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 16 years of experience in the finance industry.
Cole Buxton (CRD# 3030015) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 24 years of experience in the finance industry.
Karey Chester (CRD# 3113952) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 19 years of experience in the finance industry.
James Chetwood Iii (CRD# 4889564) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 17 years of experience in the finance industry. James Chetwood Iii 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.
Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 10 years of experience in the finance industry. Matthew Christl 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.
Michael Coates (CRD# 5397320) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 16 years of experience in the finance industry. Michael Coates 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.
Charles Comeau (CRD# 2733613) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 27 years of experience in the finance industry.
David Comstock (CRD# 2550179) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 29 years of experience in the finance industry.
Patrick Connelly (CRD# 6843800) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.