James
Risalvato
Allworth Financial, L.P
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About this Advisor
James Risalvato is a financial advisor based in Folsom, California, working with Allworth Financial, L.P. James has previously held positions at University Of Missouri - Kansas City, Foresters Financial, Creativeone, Change Path LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, Fisher Investments, Gds Wealth Management, Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Allworth Financial, L.P. James has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, James is part of Allworth Financial, L.P, which operates out of Folsom, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$19,313,695,523
392
66,085
$292,255
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
James Risalvato Work History
Allworth Financial, L.P
Personal Capital Advisors Corporation
Empower Advisory Group, LLC
Gds Wealth Management
Fisher Investments
Change Path LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Foresters Financial
Creativeone
University Of Missouri - Kansas City
Disclosures
Please visit the SEC profile of James Risalvato 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
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Daphne, AL
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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