Adam
Kint

Allworth Financial, L.P

CRD#2732192
Investment Advisor
in Sacramento, CA

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About this Advisor

Adam Kint is a certified financial planner working in Sacramento, California with 6 years of industry experience. Kint is on the advisory team at Allworth Financial, L.P. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Hanson Mcclain Securities, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Kint maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Allworth Financial, L.P is a registered investment company based out of Folsom, CA. The company has offices in 26 locations and a total of 343 financial advisors. It has $15 billion in total assets between its 49,892 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 49,892 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a broad set of services, such as 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Allworth Financial, L.P likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

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

343

CA Average: 43
Total Number of Accounts

49,892

CA Average: 3,727
Average Account Size

$298,261

CA 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

Adam Kint Work History

Adam has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Hanson Mcclain Securities

2015 - 2017 (2 years)

Cambridge Investment Research, Inc

2015 - 2017 (2 years)

Cambridge Investment Research Advisors, Inc

2013 - 2015 (2 years)

Securities America, Inc

2013 - 2015 (2 years)

Securities America Advisors

*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 Adam Kint 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
Steven Hruby
Cincinnati, OH
Richard Oldham
Sacramento, CA
Eric Mann
Folsom, CA
Maria Foppiano
Folsom, CA
Paul Culbertson
Houston, TX
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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