Evan Dennis Mcgrath

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 08/2018
  Securites Service Network, In
  Fort Myers, FL
• 08/2018 → 01/2020
  Raa
  Addison, TX
• 01/2020 → Present
  Allworth Financial, L.P.
  Sacramento, CA

Previous Registrations

• 2019-01-08 → 2020-01-07
  Raa
  Addison, TX
• 2007-01-05 → 2007-10-01
  Asset & Financial Planning, Ltd
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-20
• S66 Uniform Combined State Law Examination
  2006-12-27
• S63 Uniform Securities Agent State Law Examination
  2003-03-07