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Adam Frank Kint

Allworth Financial, LP

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About Adam Frank Kint

Adam Kint is a financial advisor with Allworth Financial, LP. Adam Kint has been a registered investment advisor for over 20 years, specializing in portfolio management for individuals and businesses, financial planning, and pension consulting. Adam Kint is also a certified financial planner. Adam Kint has been registered with Allworth Financial, LP since December 2017 and has previously been registered with Securities America, Inc., Cambridge Investment Research, Inc., and Hanson McClain.

Firm Information

Adam Kint is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Kint’s Registration & Firm History

CA

12/01/2017 - Present

Allworth Financial, LP (Sacramento CA)

CA

12/17/2015 - 11/22/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (FOLSOM CA)

CA

01/08/2013 - 12/17/2015

SECURITIES AMERICA, INC. (CAMPBELL CA)

CA

10/15/2008 - 11/28/2012

HANSON MCCLAIN (FOLSOM CA)

MA

11/09/2007 - 10/20/2008

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

UT

09/07/2006 - 10/25/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

CT

09/13/2005 - 03/01/2006

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

CA

11/22/2000 - 10/10/2005

HANSON MCCLAIN RETIREMENT NETWORK, LLC (FOLSOM CA)

IN

06/01/1998 - 10/17/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/01/1998 - 10/17/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

OH

02/20/1997 - 06/01/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NY

04/11/1996 - 02/18/1997

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Frank Kint.
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