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Bobby Benyamin

Allworth Financial, LP

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About Bobby Benyamin

Bobby Benyamin is a financial advisor at Allworth Financial, LP. Bobby has over 5 years of experience in the financial services industry. He is a Certified Financial Planner and holds Series 63, 6TO, and SIE licenses. Bobby specializes in working with individuals, high-net-worth individuals, and families. He provides financial planning, investment management, and retirement planning services. He also assists with the selection of other advisors. Bobby is committed to helping his clients achieve their financial goals.

Firm Information

Bobby Benyamin 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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Bobby Benyamin’s Registration & Firm History

CA

06/04/2020 - Present

Allworth Financial, LP (FOLSOM CA)

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Licenses & Designations

BC

Issued 09/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bobby Benyamin.
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