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
Mark Crissman (CRD# 6730006) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Lisa Cristiano (CRD# 6696131) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Paul Culbertson (CRD# 5417086) is an Investment Advisor Representative working at Allworth Financial, LP in Houston, TX and has 1 year of experience in the finance industry. Paul Culbertson 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.
Brian Curland (CRD# 6857718) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Patrick Danis (CRD# 6871134) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Blake Davelaar (CRD# 6658072) is an Investment Advisor Representative working at Allworth Financial, LP in Tucson, AZ and has over 7 years of experience in the finance industry. Blake Davelaar 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.
Jeffrey Deboer (CRD# 1791118) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 29 years of experience in the finance industry.
Sam Degreen (CRD# 6932311) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 5 years of experience in the finance industry.
Kim Deleeuw (CRD# 4968939) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Michael Demko (CRD# 1627679) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 26 years of experience in the finance industry.