Sean
Murray

Allworth Financial, L.P

CRD#2355021
Investment Advisor
in Folsom, CA

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About this Advisor

Sean Murray is a certified financial planner who works in Folsom, California with 22 years of relevant experience. Murray currently works for Allworth Financial, L.P. Murray has gained experience at Hanson Mcclain Advisors and Hanson Mcclain. Murray maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Allworth Financial, L.P is a registered investment firm that has its headquarters in Folsom, CA. The company has offices in 26 locations and a total of 343 financial advisors. It oversees $15 billion in assets among its 49,892 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 49,892 accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. The business offers 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. Financial advisory fees largely depend on the services provided. However, fees charged by Allworth Financial, L.P likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

22 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

Sean Murray Work History

Sean has been registered as a financial advisor for 22 years.*

2008 - Present (16 years)

Hanson Mcclain

2000 - Present (24 years)

Hanson Mcclain Advisors

*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 Sean Murray 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
Steven Hruby
Cincinnati, OH
Maria Foppiano
Folsom, CA
Sam Degreen
Scottsdale, AZ
Jodee Deutsch
Folsom, CA
Adam Kint
Sacramento, 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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