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Sean Michael Rayburn

Allworth Financial, L.P.

Folsom, CA

Marietta, GA

CRD 6629823

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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
GA RA APPROVED 2023-07-14
  • GA RA
    APPROVED
    Since 2023-07-14

Branch Locations

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

Marietta, GA • 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
Foresters Financial Services Atlanta GA 03/2016 10/2016
Foresters Financial Services Atlanta GA 10/2016 12/2018
Foresters Advisory Services Llc Atlanta GA 05/2018 12/2018
Sagepoint Financial, Inc. Marietta GA 01/2019 10/2022
Yeomans Consulting Group, Inc. Marietta GA 03/2019 02/2023
Aw Securities Folsom CA 07/2023 Present
Allworth Financial Folsom CA 07/2023 Present
Unemployed Marietta GA 02/2023 06/2023
  • 03/2016 → 10/2016
    Foresters Financial Services
    Atlanta, GA
  • 10/2016 → 12/2018
    Foresters Financial Services
    Atlanta, GA
  • 05/2018 → 12/2018
    Foresters Advisory Services Llc
    Atlanta, GA
  • 01/2019 → 10/2022
    Sagepoint Financial, Inc.
    Marietta, GA
  • 03/2019 → 02/2023
    Yeomans Consulting Group, Inc.
    Marietta, GA
  • 07/2023 → Present
    Aw Securities
    Folsom, CA
  • 07/2023 → Present
    Allworth Financial
    Folsom, CA
  • 02/2023 → 06/2023
    Unemployed
    Marietta, GA
Previous Registrations
  • 2019-03-25 → 2023-03-01
    Your Retirement Coach
    Marietta, GA
  • 2018-05-30 → 2019-01-03
    Foresters Advisory Services, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-31
S63 Uniform Securities Agent State Law Examination 2016-05-02
  • S65 Uniform Investment Adviser Law Examination
    2018-03-31
  • S63 Uniform Securities Agent State Law Examination
    2016-05-02
Designations
  • Chartered Financial Consultant
Other Names
  • Sean Michael Rayburn
  • Sean Rayburn

View on SEC IAPD

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