Inactive

Quinn Carlsen

Allworth Financial, L.P.

CRD 7091990

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

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

601 University Ave Suite 250, Sacramento, CA 95825 • 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

Organization	City	State	From	To
Allworth Financial, L.P.	Sacramento	CA	07/2021	Present
Allworth Financial, L.P.	Sacramento	CA	04/2019	Present
State Street	Davis	CA	09/2018	11/2019
Lagunitas Brewing Company	Petaluma	CA	06/2018	08/2018
Get Fit Davis	Sacramento	CA	02/2018	05/2018
Full Time Student	Davis	CA	07/2011	05/2019
Morgan Stanley	Sacramento	CA	03/2017	06/2017

07/2021 → Present

Allworth Financial, L.P.

Sacramento, CA
04/2019 → Present

Allworth Financial, L.P.

Sacramento, CA
09/2018 → 11/2019

State Street

Davis, CA
06/2018 → 08/2018

Lagunitas Brewing Company

Petaluma, CA
02/2018 → 05/2018

Get Fit Davis

Sacramento, CA
07/2011 → 05/2019

Full Time Student

Davis, CA
03/2017 → 06/2017

Morgan Stanley

Sacramento, CA

Designations

Certified Financial Planner

View on SEC IAPD

More in Folsom, CA

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