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
Debra James (CRD# 6700296) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
David Johanson (CRD# 1540740) is an Investment Advisor Representative working at Allworth Financial, LP in Campbell, CA and has over 34 years of experience in the finance industry.
Matthew Keller (CRD# 4632815) is an Investment Advisor Representative working at Allworth Financial, LP in Albuquerque, NM and has over 22 years of experience in the finance industry.
Bruce Killips (CRD# 2133492) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 33 years of experience in the finance industry.
Adam Kint (CRD# 2732192) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 28 years of experience in the finance industry.
David Klaus (CRD# 5476704) is an Investment Advisor Representative working at Allworth Financial, LP in Indianapolis, IN and has over 16 years of experience in the finance industry.
Peter Knutson (CRD# 2407105) is an Investment Advisor Representative working at Allworth Financial, LP in Lawrence, KS and has over 30 years of experience in the finance industry.
Joseph Kopczynski (CRD# 1437112) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 38 years of experience in the finance industry.
Gary Krasnov (CRD# 5822967) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 13 years of experience in the finance industry.
Laurie Kyro (CRD# 2353212) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 14 years of experience in the finance industry.