Danny Lopez Valenzuela

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

• 01/2012 → 09/2017
  Principal Financial
  Des Moines, IA
• 01/2012 → 09/2017
  Princor
  Des Moines, IA
• 10/2017 → 11/2021
  Prudential Insurance Company Of America
  Sacramento, CA
• 10/2017 → 11/2021
  Prudential Investment Management Services Llc
  Sacramento, CA
• 11/2021 → Present
  Aw Securities
  Folsom, CA
• 11/2021 → Present
  Allworth Financial, L.P.
  Folsom, CA

Other Businesses

Casitas Rentals LLC, rental address is 4844 10th Ave, Sacramento CA 95820 - start date 7/1/220 - rental property (prior residence). No time spent on this activity. No money being made.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-07
• S63 Uniform Securities Agent State Law Examination
  2014-12-31

Other Names

• Danny Valenzuela