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
Ryan Depew (CRD# 6752004) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Anthony Desantis (CRD# 2476888) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 29 years of experience in the finance industry.
Michelle Disney (CRD# 5223974) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 15 years of experience in the finance industry. Michelle Disney 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.
John Dolan (CRD# 1535765) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 35 years of experience in the finance industry.
Herman Doughty (CRD# 4890912) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 12 years of experience in the finance industry.
Charles Downs (CRD# 1839892) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 35 years of experience in the finance industry.
Bradley Driscoll (CRD# 6965476) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
David Duquemin (CRD# 2958945) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 26 years of experience in the finance industry.
Scott Ebert (CRD# 2160896) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry. Scott Ebert 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 Egli (CRD# 6892635) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.