Callum Harris

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

• 11/2017 → 09/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 06/2017 → 11/2017
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 10/2016 → 06/2017
  Texas A&M University
  College Station, TX
• 06/2016 → 10/2016
  Northwestern Mutual
  College Station, TX
• 03/2021 → 05/2024
  Lido Advisors, Llc
  Dallas, TX
• 09/2019 → 03/2021
  Goldman Sachs Pfm
  Newport Beach, CA
• 05/2024 → Present
  Allworth Financial
  Folsom, CA

Previous Registrations

• 2021-03-29 → 2024-06-14
  Lido
  Los Angeles, CA
  Dallas, TX
  Dallas, TX
• 2019-07-24 → 2021-04-22
  United Capital Financial Advisors
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-24