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
Carl Lamb (CRD# 5020667) is an Investment Advisor Representative working at Allworth Financial, LP in San Diego, CA and has over 18 years of experience in the finance industry.
Tracy Lasecke (CRD# 2784045) is an Investment Advisor Representative working at Allworth Financial, LP in San Jose, CA and has over 27 years of experience in the finance industry.
James Linebarger (CRD# 6857665) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Scott Loochtan (CRD# 2544304) is an Investment Advisor Representative working at Allworth Financial, LP in Riverwoods, IL and has over 29 years of experience in the finance industry.
Steven Luong (CRD# 6341651) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 9 years of experience in the finance industry.
William Macher (CRD# 1147269) is an Investment Advisor Representative working at Allworth Financial, LP in Saint Louis, MO and has over 40 years of experience in the finance industry.
Patrick Maher (CRD# 734712) is an Investment Advisor Representative working at Allworth Financial, LP in San Diego, CA and has over 37 years of experience in the finance industry.
Vincent Malinowski (CRD# 1036552) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 11 years of experience in the finance industry.
Robert Mason (CRD# 6160300) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 11 years of experience in the finance industry.
Nicole Mayer (CRD# 5023598) is an Investment Advisor Representative working at Allworth Financial, LP in Riverwoods, IL and has over 17 years of experience in the finance industry.