Michelle
Disney
Allworth Financial, L.P
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About this Advisor
Michelle Disney is a certified financial planner working in Durham, North Carolina, with a total of 1 year of industry experience. Disney is an employee of Allworth Financial, L.P. During their career, Disney has held roles at Wells Fargo Advisors LLC, Purshe Kaplan Sterling Investments, Adams Chetwood Wealth Management, Aw Securities and Allworth Financial. Disney has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Allworth Financial, L.P is a company that has its headquarters in Folsom, CA. It has offices in 26 locations and a total of 343 people on staff. It has $15 billion in assets among its 49,892 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 49,892 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Allworth Financial, L.P has a broad range 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 advisory services depend on which service is offered. However, fees billed by Allworth Financial, L.P likely consist of any combination of 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
$14,880,814,526
343
49,892
$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
Michelle Disney Work History
Michelle has been registered as a financial advisor for 1 years.*
Aw Securities
Allworth Financial
Purshe Kaplan Sterling Investments
Adams Chetwood Wealth Management
Wells Fargo Advisors LLC
*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 Michelle Disney 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
Sacramento, CA
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Houston, TX
Folsom, CA
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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.
