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Katrina Larisa Peck

HANSON MCCLAIN, INC.·SACRAMENTO, California
Unclaimed Profile
3620 FAIR OAKS BLVD, SACRAMENTO, CA 95864CRD# 2709929Firm CRD# 111167
01

About

Katrina Larisa Peck is a registered financial advisor based in SACRAMENTO, California, affiliated with HANSON MCCLAIN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLWORTH FINANCIAL, L.P.
ALLWORTH FINANCIAL, L.P.
AUM
$19.3B
Regulatory assets under management
Employees
392
Total firm employees
View all advisors at ALLWORTH FINANCIAL, L.P. →
Services
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2709929
Firm CRD# 111167
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katrina Larisa Peck offer?
Katrina Larisa Peck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.
What are Katrina Larisa Peck's credentials?
Katrina Larisa Peck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katrina Larisa Peck located?
Katrina Larisa Peck is based in SACRAMENTO, California, working with HANSON MCCLAIN, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Katrina Larisa Peck charge for services?
Katrina Larisa Peck'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 HANSON MCCLAIN, INC.?
HANSON MCCLAIN, INC. has approximately 392 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SACRAMENTO
Rabecca Paulette Altman — SPRINGER INVESTMENT MANAGEMENT, INC.Steven James Dunlap — FDX ADVISORS, INC.Matthew Eric Russell — HANSON MCCLAIN RETIREMENT NETWORK, LLCDavid William Schauer — ALLWORTH FINANCIAL, L.P.Keith Wayne Springer — SPRINGER INVESTMENT MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
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