Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Dennis McGrath is an Investment Advisor Representative at Allworth Financial, LP in Sacramento, California. Evan has been in the financial industry since 2003. Evan holds Series 7, 63, and 65 securities licenses. Evan has worked at a number of firms throughout their career, including Securities Service Network, Inc., Prime Capital Services, Inc., UVEST Financial Services Group, Inc., Nationwide Investment Services Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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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2
CA
01/07/2020 - Present
Allworth Financial, LP (SACRAMENTO CA)
FL
12/14/2010 - 06/03/2011
SECURITIES SERVICE NETWORK, INC. (FORT MYERS FL)
FL
10/05/2007 - 12/31/2008
SECURITIES SERVICE NETWORK, INC. (FT MYERS FL)
FL
09/12/2006 - 10/01/2007
PRIME CAPITAL SERVICES, INC. (FT. MYERS FL)
FL
03/03/2006 - 09/12/2006
SECURITIES SERVICE NETWORK, INC. (FT MYERS FL)
NC
10/25/2005 - 01/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
OH
04/29/2003 - 08/20/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MN
03/03/2003 - 04/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/03/2003 - 04/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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