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Financial ADVSR advisor directory · SEC adviser records

Allworth Financial, L.P. financial advisors in Addison, TX

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

The short answer

10 registered advisors work at Allworth Financial, L.P. in Addison, out of 285 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.

Allworth Financial, L.P. advisors in Addison, 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 14Walnut 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 Addison

All Addison advisors →

Principal Securities, Inc. 15Park Avenue Securities LLC 13Equity Services, Inc. 11Valic Financial Advisors, Inc. 11Northwestern Mutual Investment Services, LLC 10Hornor, Townsend & Kent, LLC 9Osaic Wealth, Inc. 7Creative Planning 6Cetera Investment Advisers LLC 4Geneos Wealth Management, Inc. 4Cambridge Investment Research Advisors, Inc. 3Eagle Strategies LLC 3

Questions

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

10 investment adviser representatives are registered at Allworth Financial, L.P. offices in Addison, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 285 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

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

Allworth Financial, L.P. ranks number 3 in Addison by registered advisors; Principal Securities, Inc. has the most, with 15.

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

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.