John
Horseman

Allworth Financial, L.P

CRD#851636
Investment Advisor
in Folsom, CA

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About this Advisor

John Horseman is a financial advisor operating in Folsom, California who has 2 years of relevant experience. Horseman currently works for Allworth Financial, L.P. During their career, the advisor has held roles at Lpl Financial LLC, Aw Securities, Allworth Financial and National Planning Corporation. Horseman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri, Ohio and Texas. Allworth Financial, L.P is a business that has its headquarters in Folsom, CA. The investment advisory business has offices in 26 locations and a total of 343 financial advisors. It has $15 billion in total assets across its 49,892 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 49,892 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Allworth Financial, L.P performs a diverse assortment 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. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Allworth Financial, L.P can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

John Horseman Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Aw Securities

2021 - Present (3 years)

Allworth Financial

2017 - 2021 (4 years)

Lpl Financial LLC

2007 - 2017 (10 years)

National Planning Corporation

*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 John Horseman 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
Eric Mann
Folsom, CA
Paul Culbertson
Houston, TX
Richard Oldham
Sacramento, CA
Sam Degreen
Scottsdale, AZ
Adam Kint
Sacramento, CA
Steven Hruby
Cincinnati, OH

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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