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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Kincheloe is a financial advisor with Allworth Financial, LP, located in Folsom, CA. Erin has been in the financial industry since 1986 and has a broad range of experience in providing financial planning and investment management services. Erin holds a Series 7, 3, 24, 63, and 66 licenses and is registered with the state of California. Erin is committed to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/29/2024 - Present
Allworth Financial, LP (FOLSOM CA)
CA
09/08/2009 - 11/25/2009
LPL FINANCIAL CORPORATION (HALF MOON BAY CA)
CA
01/02/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (HALF MOON BAY CA)
CA
07/17/2000 - 12/31/2008
FSC SECURITIES CORPORATION (HALF MOON BAY CA)
AZ
01/05/1996 - 07/12/2000
CUE (PHOENIX AZ)
NY
05/10/1995 - 01/16/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
12/07/1990 - 02/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/05/1990 - 08/28/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/07/1989 - 06/08/1990
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
NY
08/19/1986 - 11/29/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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