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).
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Total Assets Under Management19,314MILLION
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Total Number of Accounts66,085ACCOUNTS
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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
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.
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.
Jeffrey Deboer (CRD# 1791118) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Sam Degreen (CRD# 6932311) is an Investment Advisor Representative working at Allworth Financial, LP in Phoenix, AZ and has over 6 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 Campbell, CA and has over 27 years of experience in the finance industry.
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.