Quinn
Carlsen
Allworth Financial, L.P
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About this Advisor
Quinn Carlsen is a certified financial planner operating out of Folsom, California with 2 years of relevant experience. Carlsen is on the advisory team at Allworth Financial, L.P. Over the course of their career, they have held roles at Allworth Financial, L.P, State Street, Lagunitas Brewing Company, Get Fit Davis, Full Time Student and Morgan Stanley. Carlsen is registered to work in California. Allworth Financial, L.P is a registered investment business headquartered in Folsom, CA. It has offices in 26 locations and a total of 343 advisors. It oversees $15 billion in assets under management across its 49,892 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 49,892 client accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a broad array 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 usually are based on which services the firm provides the client. Fee types billed by Allworth Financial, L.P likely include some blend of 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
Quinn Carlsen Work History
Quinn has been registered as a financial advisor for 2 years.*
Allworth Financial, L.P
Allworth Financial, L.P
State Street
Lagunitas Brewing Company
Get Fit Davis
Morgan Stanley
Full Time Student
*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 Quinn Carlsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
