Sam
Degreen

Allworth Financial, L.P

CRD#6932311
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Sam Degreen is a financial advisor working in Scottsdale, Arizona with a total of 2 years of relevant experience. Degreen currently works for Allworth Financial, L.P. The advisor has gained experience at Degreen Capital Management, LLC, Berklee College Of Music and Allworth Financial, L.P. Degreen holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Arizona. Allworth Financial, L.P is a registered investment business that has its headquarters in Folsom, CA. It has offices in 26 locations and a total of 343 advisors. It controls $15 billion in assets under management between its 49,892 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 49,892 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets. Allworth Financial, L.P offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by Allworth Financial, L.P most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11240 N Tatum Blvd. Suite 110
Scottsdale, AZ 85254

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

AZ Average: $7,578,581,321
Total Number of Employees

343

AZ Average: 43
Total Number of Accounts

49,892

AZ Average: 3,727
Average Account Size

$298,261

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sam Degreen Work History

Sam has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Allworth Financial, L.P

2017 - Present (7 years)

Degreen Capital Management, LLC

2013 - 2017 (4 years)

Berklee College Of Music

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sam Degreen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allworth Financial, L.P

Bruce Killips
Sacramento, CA
Vincent Malinowski
Sacramento, CA
Amy Priar
Folsom, CA
Sam Degreen
Scottsdale, AZ
Richard Oldham
Sacramento, CA
Steven Hruby
Cincinnati, OH
Maria Foppiano
Folsom, CA
Jodee Deutsch
Folsom, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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