Richard
Oldham

Allworth Financial, L.P

CRD#5522682
Investment Advisor
in Sacramento, CA

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About this Advisor

Richard Oldham is a certified financial planner who works in Sacramento, California, who has 3 years of relevant experience. Oldham is on the advisory team at Allworth Financial, L.P. Oldham has gained experience at Advisor Financial Services, Llp, Retirement Advisors Of America and Allworth Financial, L.P. Oldham maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Georgia. Allworth Financial, L.P is a registered investment company that has its headquarters in Folsom, CA. The company has offices in 26 locations and a total of 343 employees. It manages $15 billion in total assets across its 49,892 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 49,892 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Allworth Financial, L.P provides a wide set 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 for financial management largely are based on which services the firm provides the client. Fees charged by Allworth Financial, L.P can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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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

Richard Oldham Work History

Richard has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allworth Financial, L.P

2016 - Present (8 years)

Retirement Advisors Of America

2013 - 2016 (3 years)

Advisor Financial Services, Llp

*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 Richard Oldham 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
Paul Culbertson
Houston, TX
Sam Degreen
Scottsdale, AZ
Maria Foppiano
Folsom, CA
Jodee Deutsch
Folsom, CA
Eric Mann
Folsom, CA
Amy Priar
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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