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
Patrick McClain (CRD# 2055994) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 33 years of experience in the finance industry.
Donald McDaniel (CRD# 4063234) is an Investment Advisor Representative working at Allworth Financial, LP in Albuquerque, NM and has over 23 years of experience in the finance industry.
Judith McDaniel (CRD# 706142) is an Investment Advisor Representative working at Allworth Financial, LP in Lawrence, KS and has over 44 years of experience in the finance industry.
Evan McGrath (CRD# 4625152) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 21 years of experience in the finance industry.
Kenneth Mills (CRD# 6337780) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 9 years of experience in the finance industry.
James Moore (CRD# 5785151) is an Investment Advisor Representative working at Allworth Financial, LP in Lawrence, KS and has over 13 years of experience in the finance industry.
Stephanie Motzkus-Bakan (CRD# 5600223) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 14 years of experience in the finance industry.
Brian Murphy (CRD# 1396154) is an Investment Advisor Representative working at Allworth Financial, LP in Tucson, AZ and has over 38 years of experience in the finance industry.
Sean Murray (CRD# 2355021) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Carol Novak (CRD# 1785964) is an Investment Advisor Representative working at Allworth Financial, LP in Bel Air, MD and has over 27 years of experience in the finance industry.