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Daravy Son

Allworth Financial, LP

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About Daravy Son

Daravy Son is a financial advisor registered with Allworth Financial, LP in New Jersey and California. Daravy Son has worked in the financial industry since 2003 and has held previous positions with George McKelvey Co., Inc. and FAM Distributors, Inc. Daravy Son holds Series 7, 7TO, 63 and 65 licenses and has experience providing portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

Firm Information

Daravy Son 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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Daravy Son’s Registration & Firm History

CA

10/02/2024 - Present

Allworth Financial, LP (FOLSOM CA)

NJ

06/04/2003 - 12/22/2020

GEORGE MCKELVEY CO., INC. (Manasquan NJ)

NY

02/21/1995 - 03/04/2002

FAM DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/24/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daravy Son.
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