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
Eva Purvis (CRD# 4397484) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 22 years of experience in the finance industry.
Natalie Quirarte (CRD# 2314765) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 31 years of experience in the finance industry.
Kelly Richards (CRD# 4918409) is an Investment Advisor Representative working at Allworth Financial, LP in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Britton Riley (CRD# 6431601) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 8 years of experience in the finance industry.
David Robertson (CRD# 2069010) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 30 years of experience in the finance industry.
Susan Rosing (CRD# 6271131) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 10 years of experience in the finance industry.
Mark Rubey (CRD# 1310274) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 32 years of experience in the finance industry.
Michael Schankerman (CRD# 1616294) is an Investment Advisor Representative working at Allworth Financial, LP in Indianapolis, IN and has over 37 years of experience in the finance industry.
David Schauer (CRD# 3086618) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 25 years of experience in the finance industry.
Katherine Schraeder (CRD# 4275890) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 23 years of experience in the finance industry.