Patrick
Fisk
Allworth Financial, L.P
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About this Advisor
Patrick Fisk is a certified financial planner based in Sacramento, California, with 3 years of relevant experience. Fisk is currently employed by Allworth Financial, L.P. Fisk has gained experience at Advisor Financial Services, Llp, Delta Airlines, Allworth Financial, L.P and Fresh Aire Financial Services. Fisk maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Texas. Allworth Financial, L.P is a financial advisory business that has its headquarters in Folsom, CA. The company has offices in 26 locations and a total of 343 employees. It oversees $15 billion in assets under management across its 49,892 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 49,892 client accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. Allworth Financial, L.P performs a number of services, such as 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 charged by financial advisors typically are based on which service is offered. Fees charged by Allworth Financial, L.P likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$14,880,814,526
343
49,892
$298,261
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
Patrick Fisk Work History
Patrick has been registered as a financial advisor for 3 years.*
Allworth Financial, L.P
Fresh Aire Financial Services
Advisor Financial Services, Llp
Delta Airlines
*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 Patrick Fisk 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
Sacramento, CA
Sacramento, CA
Sacramento, CA
Folsom, CA
Folsom, CA
Folsom, CA
Sacramento, CA
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.
