Alexa
Phillips

Allworth Financial, L.P

CRD#6283061
Investment Advisor
in Folsom, CA

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About this Advisor

Alexa Phillips is a financial advisor who works in Folsom, California with a total of 7 years of industry experience. Phillips currently works for Allworth Financial, L.P. During their career, Phillips has held roles at Hanson Mcclain Advisors and Thunder Valley Casino. Phillips maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in California. Allworth Financial, L.P is a financial advisory firm operating out of Folsom, CA. The firm has offices in 26 locations and a total of 343 employees. It manages $15 billion in assets among its 49,892 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 49,892 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. Allworth Financial, L.P provides a number 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. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Allworth Financial, L.P can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 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

340 Palladio Pkwy. Suite 501
Folsom, CA 95630

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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

Alexa Phillips Work History

Alexa has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Hanson Mcclain Advisors

2013 - Present (11 years)

Hanson Mcclain Advisors

2010 - 2013 (3 years)

Thunder Valley Casino

*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 Alexa Phillips 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
Paul Culbertson
Houston, TX
Adam Kint
Sacramento, CA
Eric Mann
Folsom, CA
Sam Degreen
Scottsdale, AZ

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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