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Financial ADVSR advisor directory · SEC adviser records

Allworth Financial, L.P. financial advisors in Folsom, CA

Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in Folsom, A to Z.

The short answer

115 registered advisors work at Allworth Financial, L.P. in Folsom, out of 285 at the firm nationwide; it ranks number 1 in the city by advisors. 48 list the CFP designation and 48 are also registered broker representatives.

Allworth Financial, L.P. advisors in Folsom, A to Z

Every Allworth Financial, L.P. advisor →

Allworth Financial, L.P. advisors in every city and state →Allworth Financial, L.P.: assets, clients and custodians →Allworth news and advisor moves →Allworth Financial, L.P. payout grid vs. other firms →Advisor Moves: who changed firms this week →

Allworth Financial, L.P. advisors in other cities

Sacramento, CA 44Indianapolis, IN 14Addison, TX 12Walnut Creek, CA 8Manasquan, NJ 7Lawrence, KS 6Lynnfield, MA 6Vancouver, WA 6Campbell, CA 5Riverwoods, IL 5Durham, NC 4Rochester, NY 4Tucson, AZ 4Houston, TX 3Norwood, MA 3

Other firms in Folsom

All Folsom advisors →

Edward Jones 18Morgan Stanley 18Strategic Advisers LLC 18Equitable Advisors, LLC 17LPL Financial LLC 16Ameritas Advisory Services, LLC 15Captrust 7Planned Solutions, Inc. 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6Commonwealth Financial Network 4J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Allworth Financial, L.P. have in Folsom?

115 investment adviser representatives are registered at Allworth Financial, L.P. offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 48 list the CFP designation and 48 are also registered as broker representatives.

Is Allworth Financial, L.P. one of the largest advisor employers in Folsom?

Allworth Financial, L.P. ranks number 1 in Folsom by registered advisors, ahead of Edward Jones (18).

How do I check a Allworth Financial, L.P. advisor in Folsom?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allworth Financial, L.P. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.