Alexis Renee Dunbar

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

• 08/2014 → 06/2018
  West Campus High School
  Sacramento, CA
• 07/2018 → 03/2019
  Trapper'S Sushi
  Covington, WA
• 04/2019 → 07/2019
  Unemployed
  Sacramento, CA
• 08/2019 → 12/2019
  Sacramento City College
  Sacramento, CA
• 01/2020 → 07/2021
  Dutch Bros Coffee
  Sacramento, CA
• 09/2021 → 05/2022
  Financial Wellness At Sacramento State
  Sacramento, CA
• 06/2022 → 08/2022
  Allworth Financial
  Sacramento, CA
• 08/2022 → 02/2023
  Financial Wellness At Sacramento State
  Sacramento, CA
• 12/2022 → 06/2023
  Soesbe Financial
  Sacramento, CA
• 06/2023 → Present
  Allworth Financial
  Folsom, CA
• 09/2018 → 03/2019
  Starbucks
  Covington, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-22