Davis
Blomquist

Allworth Financial, L.P

CRD#6448020
Investment Advisor
in Folsom, CA

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About this Advisor

Davis Blomquist is a certified financial planner who works in Folsom, California with a total of 5 years of relevant experience. Blomquist currently works for Allworth Financial, L.P. Their career trajectory has included roles at Hanson Mcclain Advisors, Nka Allworth Financial Lp, Liberty Mutual Insurance, Hanson Mcclain Advisors, Starbucks, Bel Air and Aw Securities. Blomquist is registered to work in California. 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 has $15 billion in total assets between its 49,892 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 49,892 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a number 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 advisory fee schedules vary depending on the services. However, fees billed by Allworth Financial, L.P likely are comprised of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Davis Blomquist Work History

Davis has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Aw Securities

2016 - Present (8 years)

Hanson Mcclain Advisors, Nka Allworth Financial Lp

2015 - 2015 (< 1 year)

Liberty Mutual Insurance

2015 - 2015 (< 1 year)

Hanson Mcclain Advisors

2013 - 2015 (2 years)

Starbucks

2011 - 2013 (2 years)

Bel Air

*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 Davis Blomquist 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
Jodee Deutsch
Folsom, CA
Sam Degreen
Scottsdale, AZ
Adam Kint
Sacramento, CA
Paul Culbertson
Houston, TX
Maria Foppiano
Folsom, CA
Eric Mann
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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