Financial ADVSR advisor directory · SEC adviser records
Allworth Financial, L.P. financial advisors in Roseville, CA
Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in Roseville, A to Z.
The short answer
4 registered advisors work at Allworth Financial, L.P. in Roseville, out of 285 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Allworth Financial, L.P. advisors in Roseville, A to Z
Every Allworth Financial, L.P. advisor →- Barbara M. HealyCertified Financial Planner · Also a broker rep
- Phillip MonroeAlso a broker rep
- Allison E. ScogginCertified Financial Planner · Also a broker rep
- Wesley D. ScogginAlso a broker rep
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
Folsom, CA 110Sacramento, 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 3
Other firms in Roseville
All Roseville advisors →Wells Fargo Clearing Services, LLC 65Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 35Robert W. Baird & Co. Incorporated 34Ameriprise Financial Services, LLC 28LPL Financial LLC 27Strategic Advisers LLC 23Osaic Wealth, Inc. 21Principal Securities, Inc. 18Cetera Investment Advisers LLC 15D.A. Davidson & Co. 15Eagle Strategies LLC 15
Questions
How many financial advisors does Allworth Financial, L.P. have in Roseville?
4 investment adviser representatives are registered at Allworth Financial, L.P. offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Allworth Financial, L.P. one of the largest advisor employers in Roseville?
Allworth Financial, L.P. ranks number 35 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 65.
How do I check a Allworth Financial, L.P. advisor in Roseville?
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.