Financial ADVSR advisor directory · SEC adviser records
Allworth Financial, L.P. financial advisors in Lynnfield, MA
Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in Lynnfield, A to Z.
The short answer
4 registered advisors work at Allworth Financial, L.P. in Lynnfield, out of 285 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Allworth Financial, L.P. advisors in Lynnfield, A to Z
Every Allworth Financial, L.P. advisor →- Michael CallahanCertified Financial Planner
- Nicholas ForgioneCertified Financial Planner
- Joseph SachettaCertified Financial Planner, Personal Financial Specialist
- Kevin SanchezInvestment adviser 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 6Vancouver, WA 6Campbell, CA 5Riverwoods, IL 5Durham, NC 4Rochester, NY 4Tucson, AZ 4Houston, TX 3Norwood, MA 3
Other firms in Lynnfield
All Lynnfield advisors →F L Putnam Investment Management Co. 9Strategic Advisers LLC 7LPL Financial LLC 5Commonwealth Financial Network 4
Questions
How many financial advisors does Allworth Financial, L.P. have in Lynnfield?
4 investment adviser representatives are registered at Allworth Financial, L.P. offices in Lynnfield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Allworth Financial, L.P. one of the largest advisor employers in Lynnfield?
Allworth Financial, L.P. ranks number 4 in Lynnfield by registered advisors; F L Putnam Investment Management Co. has the most, with 9.
How do I check a Allworth Financial, L.P. advisor in Lynnfield?
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.