Gregory
Phelps
Allworth Financial, L.P
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About this Advisor
Gregory Phelps is a certified financial planner operating out of Las Vegas, Nevada. Phelps is on the advisory team at Allworth Financial, L.P. Their career trajectory has included roles at Allworth Financial, L.P and Redrock Wealth Management. Phelps has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Nevada. Allworth Financial, L.P is a financial advisory firm operating out of Folsom, CA. It has offices in 26 locations and a total of 343 employees. It controls $15 billion in assets across its 49,892 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 49,892 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Allworth Financial, L.P provides a wide 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. A financial advisor's fees depend on which service is provided. However, fee types billed by Allworth Financial, L.P can include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$14,880,814,526
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
343
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
49,892
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Gregory Phelps Work History
Gregory has been registered as a financial advisor for 0 years.*
Allworth Financial, L.P
Redrock Wealth Management
*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 Gregory Phelps 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.
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