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Inactive

Davis Alan Blomquist

Allworth Financial, L.P.

Folsom, CA

CRD 6448020

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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 2018-11-30
  • CA RA
    APPROVED
    Since 2018-11-30

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
Hanson Mcclain Advisors, Nka Allworth Financial Lp Folsom CA 01/2016 Present
Aw Securities Folsom CA 10/2021 Present
  • 01/2016 → Present
    Hanson Mcclain Advisors, Nka Allworth Financial Lp
    Folsom, CA
  • 10/2021 → Present
    Aw Securities
    Folsom, CA
Previous Registrations
  • 2018-01-19 → 2021-10-21
    Aw Securities
    Folsom, CA
    Folsom, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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