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
Paul Erskine (CRD# 6889810) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.
Mark Fanning (CRD# 6439696) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 4 years of experience in the finance industry.
Patrick Fisk (CRD# 5459673) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 16 years of experience in the finance industry. Patrick Fisk 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.
Mitchell Fix (CRD# 7114171) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Corey Frank (CRD# 4582221) is an Investment Advisor Representative working at Allworth Financial, LP in Bel Air, MD and has over 17 years of experience in the finance industry. Corey Frank 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.
Robert Frater (CRD# 1003202) is an Investment Advisor Representative working at Allworth Financial, LP in Houston, TX and has over 42 years of experience in the finance industry. Robert Frater 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.
Maria Fuentes (CRD# 2563763) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 29 years of experience in the finance industry.
Corey Gamble (CRD# 4919573) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 13 years of experience in the finance industry.
Robert Gecker (CRD# 2149635) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 30 years of experience in the finance industry.
James George (CRD# 5734608) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 22 years of experience in the finance industry.