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Alexandre Pierre Lilles

Allworth Financial, LP

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About Alexandre Pierre Lilles

Alexandre Lilles is a financial advisor with Allworth Financial, LP. Alexandre has been in the industry since 1999 and holds the Series 7, Series 63 and Series 65 licenses. Alexandre has been with Allworth Financial, LP since May 2024. Prior to that, Alexandre worked at Stewart and Patten Co., LLC. Alexandre is a Chartered Financial Analyst.

Firm Information

Alexandre Lilles 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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Alexandre Lilles’s Registration & Firm History

CA

06/06/2024 - Present

Allworth Financial, LP (Lafayette CA)

CA

10/15/2013 - 04/29/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)

CA

08/30/2013 - 09/12/2013

MORGAN STANLEY (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 11/01/2013

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandre Pierre Lilles.
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