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Financial ADVSR advisor directory · SEC adviser records

Allworth Financial, L.P. financial advisors in Durham, NC

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

The short answer

5 registered advisors work at Allworth Financial, L.P. in Durham, out of 285 at the firm nationwide; it ranks number 13 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Allworth Financial, L.P. advisors in Durham, 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

Folsom, CA 110Sacramento, CA 44Indianapolis, IN 14Addison, TX 12Walnut Creek, CA 8Manasquan, NJ 7Lawrence, KS 6Lynnfield, MA 6Vancouver, WA 6Campbell, CA 5Riverwoods, IL 5Rochester, NY 4Tucson, AZ 4Houston, TX 3Norwood, MA 3

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

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

5 investment adviser representatives are registered at Allworth Financial, L.P. offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

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

Allworth Financial, L.P. ranks number 13 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

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

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.