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Inactive

Alexandre Pierre Lilles

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-06
  • CA RA
    APPROVED
    Since 2024-06-06

Branch Locations

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
OrganizationCityStateFromTo
Stewart And Patten Co., Llc Lafayette CA 06/2014 Present
Allworth Financial Folsom CA 05/2024 Present
  • 06/2014 → Present
    Stewart And Patten Co., Llc
    Lafayette, CA
  • 05/2024 → Present
    Allworth Financial
    Folsom, CA
Previous Registrations
  • 2014-06-02 → 2024-12-12
    Stewart & Patten Co Llc
    Lafayette, CA
  • 2013-10-15 → 2014-04-29
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oakland, CA
  • 2003-04-09 → 2013-04-15
    Whv Investments, Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-01
S65 Uniform Investment Adviser Law Examination 2002-10-10
S63 Uniform Securities Agent State Law Examination 1999-03-15
  • S66 Uniform Combined State Law Examination
    2013-11-01
  • S65 Uniform Investment Adviser Law Examination
    2002-10-10
  • S63 Uniform Securities Agent State Law Examination
    1999-03-15
Designations
Other Names
  • Alex Lilles
  • Alex Pierre Lilles
  • Alexandre Pierre Lilles
  • Alexandre Pierre Lilles

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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