Unclaimed Profile

Andrew Roy Stout

ALLWORTH FINANCIAL, L.P.·FOLSOM, California

Clean record19 years registeredALLWORTH FINANCIAL, L.P.

340 PALLADIO PKWY., FOLSOM, CA 95630CRD# 5225522Firm CRD# 111167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Roy Stout · FOLSOM, CA

Registration

CRD #5225522 · ALLWORTH FINANCIAL, L.P. · 19 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Aug 2018 – present

SIMPLY MONEY ADVISORS

Mar 2013 – Feb 2019

CINCINNATI, OH

MCF ADVISORS, LLC

Oct 2006 – Feb 2013

COVINGTON, KY

Registrations & Exams

Registration record

First registered · October 3, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLWORTH FINANCIAL, L.P.

CRD 111167 · SEC 801-68255

AUM

$19.3B

Regulatory assets under management

Employees

392

66,085 client accounts

Services offered by ALLWORTH FINANCIAL, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLWORTH FINANCIAL, L.P. →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FOLSOM?

Browse all registered financial advisors in FOLSOM, California or claim this profile if it's yours.

Browse FOLSOM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Roy Stout offer?

Andrew Roy Stout specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.

What are Andrew Roy Stout's credentials?

Andrew Roy Stout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Roy Stout located?

Andrew Roy Stout is based in FOLSOM, California, working with ALLWORTH FINANCIAL, L.P.. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.

How does Andrew Roy Stout charge for services?

Andrew Roy Stout's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLWORTH FINANCIAL, L.P.?

ALLWORTH FINANCIAL, L.P. has approximately 392 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →