Allworth Financial, L.P
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About this Advisor
David Cobaugh is a financial advisor working in Fort Meyers, Florida. Cobaugh is currently employed by Allworth Financial, L.P. The advisor has gained experience at Delta Air Lines and Allworth Financial Dba Raa. Cobaugh is registered to work in California. Allworth Financial, L.P is an advisory company based in Folsom, CA. It has offices in 26 locations and a total of 343 people on staff. It handles $15 billion in assets among its 49,892 customer accounts, placing it among the biggest firms in the United States 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 at least $1 million in assets available to invest. 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Allworth Financial, L.P likely include some combination of asset-based and fixed fees.
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Allworth Financial, L.P Brokerage Details
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
David Cobaugh Work History
David has been registered as a financial advisor for 0 years.*
Allworth Financial Dba Raa
Delta Air Lines
*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.
Please visit the SEC profile of David Cobaugh 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
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 firstname.lastname@example.org.
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