Allworth Financial, LP
Allworth Financial, LP (CRD# 111167) is a financial advisory firm headquartered in Folsom, CA. They manage $19,313,695,523 in 66,085 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management19,314MILLION
-
Total Number of Accounts66,085ACCOUNTS
-
Average Account Value$292,255
- 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
Patrick Harney (CRD# 2412632) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 30 years of experience in the finance industry.
Cynthia Hartman (CRD# 6917710) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Barbara Healy (CRD# 2529276) is an Investment Advisor Representative working at Allworth Financial, LP in Roseville, CA and has over 29 years of experience in the finance industry.
Eric Henry (CRD# 4313996) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 23 years of experience in the finance industry.
John Horseman (CRD# 851636) is an Investment Advisor Representative working at Allworth Financial, LP in Saint Louis, MO and has over 32 years of experience in the finance industry.
Kirk Hudson (CRD# 4343606) is an Investment Advisor Representative working at Allworth Financial, LP in Albuquerque, NM and has over 24 years of experience in the finance industry.
Laurie Ingwersen (CRD# 4066323) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 24 years of experience in the finance industry.
Roger Ingwersen (CRD# 255050) is an Investment Advisor Representative working at Allworth Financial, LP in Waltham, MA and has over 38 years of experience in the finance industry.
Christopher Jackson (CRD# 6886685) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Brian James (CRD# 2963035) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 26 years of experience in the finance industry.