Andrew Gularte

Allworth Financial, L.P.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning

Allworth Financial, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

310 advisors

Number of Clients

26,325 clients

Average Client Portfolio

$953K average

Assets Under Management

$25.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

15725 Dallas Parkway, Suite 600, Addison, TX, 75001

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Allworth Financial, L.P.

September 2022 - Present · 3 yrs 5 mos

Aw SecuritiesBroker

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

February 2020 - August 2022 · 2 yrs 6 mos

Fidelity Brokerage Services LLCBroker

January 2020 - August 2022 · 2 yrs 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.