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
Anthony Desantis (CRD# 2476888) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 29 years of experience in the finance industry.
Michelle Disney (CRD# 5223974) is an Investment Advisor Representative working at Allworth Financial, LP in Durham, NC and has over 16 years of experience in the finance industry.
John Dolan (CRD# 1535765) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 35 years of experience in the finance industry.
Herman Doughty (CRD# 4890912) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 12 years of experience in the finance industry.
Charles Downs (CRD# 1839892) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 35 years of experience in the finance industry.
David Duquemin (CRD# 2958945) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 26 years of experience in the finance industry.
Scott Ebert (CRD# 2160896) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry.
Jeffrey Egli (CRD# 6892635) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
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 5 years of experience in the finance industry.