Bruce
Killips

Allworth Financial, L.P

CRD#2133492
Investment Advisor
in Sacramento, CA

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About this Advisor

Bruce Killips is a financial advisor based in Sacramento, California with a total of 3 years of industry experience. Killips is on the advisory team at Allworth Financial, L.P. They have spent their whole employment at Allworth Financial, L.p. Killips has a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Texas. Allworth Financial, L.P is a registered investment firm that has its headquarters in Folsom, CA. The company has offices in 26 locations and a total of 343 advisors. It handles $15 billion in total assets between its 49,892 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 49,892 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. Allworth Financial, L.P offers a wide 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. Financial advisory fees typically are based on which services are provided. However, fee types charged by Allworth Financial, L.P most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

3 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

Bruce Killips Work History

Bruce has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allworth Financial, L.P

*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 Bruce Killips 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
Sam Degreen
Scottsdale, AZ
Steven Hruby
Cincinnati, OH
Amy Priar
Folsom, CA
Maria Foppiano
Folsom, CA
Richard Oldham
Sacramento, CA
Paul Culbertson
Houston, TX

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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