Patrick Carl Mcclain

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

• 06/1993 → Present
  Allworth Financial Lp
  Folsom, CA
• 12/1999 → Present
  Aw Securities
  Folsom, CA
• 12/2000 → Present
  Maidu Redevelopment, Llc
  Sacramento, CA

Previous Registrations

• 2011-08-10 → 2014-01-09
  Pathway Strategic Advisors
  Folsom, CA

Other Businesses

1. MAIDU REDEVELOPMENT, LLC. RADIO COMMUNICATIONS/REAL ESTATE INVESTMENTS/INSURANCE INVESTMENTS. PARTNER. 12/2000-PRESENT. 5% OF TIME. 2. MAIDU INVESTMENTS. RADIO COMMUNICATIONS/REAL ESTATE INVESTMENTS/INSURANCE INVESTMENTS. PARTNER. 12/2000-PRESENT. 5% OF TIME. 3. 01/2022 - Present; real estate investor and 100% owner of Washoe Redevelopment Corp., a commercial real estate company. Real estate investment related, no time devoted during business or trading hours. 2518 Montgomery Place, El Dorado Hills, CA 95762.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-02

Other Names

• Pat Mcclain