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Peter James Abi-Nader

Allworth Financial, L.P.

Folsom, CA

CRD 4600518

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-03
  • CA RA
    APPROVED
    Since 2022-10-03

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pennington Financial Group Gold River CA 01/2016 09/2022
Allworth Financial, L.P. Folsom CA 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-06
S63 Uniform Securities Agent State Law Examination 2003-01-03
  • S66 Uniform Combined State Law Examination
    2009-11-06
  • S63 Uniform Securities Agent State Law Examination
    2003-01-03
Designations
  • Certified Financial Planner
Other Names
  • Peter James Abi-Nader

View on SEC IAPD

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