Allworth Financial
3917 University Drive Suite 200
Durham, NC 27707
8882426766
About Allworth Financial
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
See Disclosures
General Information
Firm Start Year
1993
No. of Employees
100-499
Firm CRD#
111167
Name of Broker/Dealer
AW Securities
Name of Custodial Firm
TD Ameritrade
Advisory Services Provided
Tax Advice and Services, Estate Planning & Trusts, Retirement Planning
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
12,000
Assets Managed by Firm
$10,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
https://allworthfinancial.com/disclosures
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891387/rothira-Allworth-Financial-detailed-disclosure.html