Scott
Ebert

Allworth Financial, L.P

CRD#2160896
Investment Advisor
in Folsom, CA

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About this Advisor

Scott Ebert is a certified financial planner working out of Folsom, California who has 4 years of relevant experience. Ebert currently works for Allworth Financial, L.P. Throughout their career, they have worked at Charles Schwab Bank, Charles Schwab & Co., Inc, Allworth Financial, Aw Securities, Bancwest Investment Services and First Western Trust. Ebert has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Colorado. Allworth Financial, L.P is a registered investment firm operating out of Folsom, CA. It has offices in 26 locations and a total of 343 financial advisors. It oversees $15 billion in assets under management between its 49,892 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 49,892 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs 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. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types charged by Allworth Financial, L.P may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 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

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

Scott Ebert Work History

Scott has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Allworth Financial

2019 - Present (5 years)

Aw Securities

2018 - 2019 (1 year)

Bancwest Investment Services

2017 - 2018 (1 year)

First Western Trust

2012 - 2017 (5 years)

Charles Schwab Bank

1993 - 2017 (24 years)

Charles Schwab & Co., Inc

*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 Scott Ebert 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
Amy Priar
Folsom, CA
Eric Mann
Folsom, CA
Steven Hruby
Cincinnati, OH
Jodee Deutsch
Folsom, CA
Richard Oldham
Sacramento, CA
Sam Degreen
Scottsdale, AZ

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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