Joseph
Budagher
Allspring Funds Management, LLC
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About this Advisor
Joseph Budagher is a financial advisor based in Carlsbad, California who has 5 years of industry experience. Budagher is an employee of Allspring Funds Management, LLC. Budagher has gained experience at Thornburg Investment Management, Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC. Budagher has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Allspring Funds Management, LLC is a financial advisory company that has its headquarters in Charlotte, NC. The company has offices in six locations and a total of 418 employees. It manages $235 billion in total assets across its 7,030 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 27 charitable organizations. Of its 7,030 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. However, fees charged by Allspring Funds Management, LLC can include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Budagher Work History
Joseph has been registered as a financial advisor for 5 years.*
Wells Fargo Funds Distributor, LLC
Wells Fargo Funds Management, LLC
Thornburg Investment Management
*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 Joseph Budagher 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 Allspring Funds Management, LLC
Menomonee Falls, WI
Charlotte, NC
New York, NY
Larkspur, CA
Charlotte, NC
Boston, MA
Charlotte, NC
Carlsbad, 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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