Maria
Foppiano

Allworth Financial, L.P

CRD#6145794
Investment Advisor
in Folsom, CA

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About this Advisor

Maria Foppiano is a chartered financial consultant operating out of Folsom, California, with 1 year of industry experience. Foppiano is currently employed by Allworth Financial, L.P. The advisor has gained experience at Allworth Financial, L.P. Foppiano is able to operate in California. Allworth Financial, L.P is a firm that has its headquarters in Folsom, CA. It has offices in 26 locations and a total of 343 people on staff. It manages $15 billion in assets across its 49,892 client accounts, making it one of the largest 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 clients who have greater than $1 million in investable assets. Allworth Financial, L.P has 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 management fees largely vary depending on which services are offered. However, fee types billed by Allworth Financial, L.P most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

1 year

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

Maria Foppiano Work History

Maria has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Allworth Financial, L.P

2013 - Present (11 years)

Allworth Financial, L.P

*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 Maria Foppiano 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
Sam Degreen
Scottsdale, AZ
Paul Culbertson
Houston, TX
Maria Foppiano
Folsom, CA
Richard Oldham
Sacramento, CA
Amy Priar
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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