David
Comstock
Allworth Financial, L.P
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About this Advisor
David Comstock is a financial advisor who works out of Sacramento, California with a total of 3 years of industry experience. Comstock currently works for Allworth Financial, L.P. Over the course of their career, Comstock has held roles at Raa and Allworth Financial, L.P. Comstock holds a Series 63 license, designating them as a securities agent, and is registered to work in Texas. Allworth Financial, L.P is a financial advisory business that has its headquarters in Folsom, CA. The firm has offices in 26 locations and a total of 343 advisors. It manages $15 billion in total assets between its 49,892 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 49,892 customer accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Allworth Financial, L.P offers a wide set 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. Financial management fee schedules depend on the type of services. However, fee types billed by Allworth Financial, L.P can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$14,880,814,526
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
343
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
49,892
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$298,261
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
David Comstock Work History
David has been registered as a financial advisor for 3 years.*
Allworth Financial, L.P
Raa
*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 David Comstock 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
Folsom, CA
Cincinnati, OH
Dallas, TX
Peru, IN
Shelby, NC
Los Gatos, CA
Folsom, CA
Daphne, AL
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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