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Carrie Jean Miskawi

Allworth Financial, LP

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About Carrie Jean Miskawi

Carrie Miskawi is a financial advisor with Allworth Financial, LP. Carrie has been in the financial services industry since December 2021, having previously worked at USA Financial Securities Corporation in Shingle Springs, CA. Carrie holds the Series 7TO, Series 66, and SIE licenses. Carrie's practice specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Carrie is also a registered representative in the state of California.

Firm Information

Carrie Miskawi 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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Carrie Miskawi’s Registration & Firm History

CA

06/22/2023 - Present

Allworth Financial, LP (FOLSOM CA)

CA

12/10/2021 - 06/05/2023

USA FINANCIAL SECURITIES CORPORATION (SHINGLE SPRINGS CA)

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Licenses & Designations

BOTH

Issued 12/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Jean Miskawi.
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