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Daniel Patrick Leahy

Allworth Financial, LP

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About Daniel Patrick Leahy

Daniel Patrick Leahy is a financial advisor who is registered with Allworth Financial, LP. Daniel Leahy is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 17 years. Daniel Leahy specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. He is licensed to provide investment advice in California. Daniel Leahy previously worked at QA3 Financial Corp. and Investment Architects, Inc.

Firm Information

Daniel Leahy 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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Daniel Leahy’s Registration & Firm History

CA

10/05/2022 - Present

Allworth Financial, LP (FOLSOM CA)

CA

10/02/2008 - 10/22/2008

QA3 FINANCIAL CORP. (ROSEVILLE CA)

CA

08/03/2005 - 10/02/2008

INVESTMENT ARCHITECTS, INC. (ROSEVILLE CA)

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Licenses & Designations

BC

Issued 08/18/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/09/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Leahy.
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