Best Investors Account Sign in
Inactive

Jeremy Thomas Murray

Allworth Financial, L.P.

Folsom, CA

Las Vegas, NV

CRD 6070468

Claim This Profile
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
NV RA APPROVED 2023-03-24
  • NV RA
    APPROVED
    Since 2023-03-24

Branch Locations

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

8945 W Russell Road Suite 205, Las Vegas, NV 89148 • 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
Redrock Wealth Management, Llc Las Vegas NV 01/2011 02/2023
Allworth Financial, L.P. Folsom CA 02/2023 Present
  • 01/2011 → 02/2023
    Redrock Wealth Management, Llc
    Las Vegas, NV
  • 02/2023 → Present
    Allworth Financial, L.P.
    Folsom, CA
Previous Registrations
  • 2023-02-14 → 2023-03-30
    Redrock Wealth Management, Llc
    Las Vegas, NV
  • 2013-01-01 → 2022-12-31
    Redrock Wealth Management, Llc
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-26
  • S65 Uniform Investment Adviser Law Examination
    2012-12-26
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Folsom, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor