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John Kevin Grady

Allworth Financial, L.P.

Sacramento, CA

CRD 6932086

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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 2020-01-07
  • GA RA
    APPROVED
    Since 2020-01-07

Branch Locations

8775 Folsom Blvd. Suite 100, Sacramento, CA 95826

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
American Financial Advisors, Llc Marietta GA 01/2009 02/2019
Delta Air Lines Atlanta GA 01/2008 03/2019
Allworth Financial, L.P. Sacramento CA 01/2020 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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