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Kenneth Daniel Mills

Allworth Financial, LP

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About Kenneth Daniel Mills

Kenneth Daniel Mills is an Investment Advisor Representative at Allworth Financial, LP, which is headquartered in Folsom, CA. Kenneth has been registered with FINRA since January 7, 2020 and is currently registered in Texas. Kenneth has been a pilot for Delta Air Lines since 1990 and has worked in the financial services industry since 2014. Kenneth holds the Series 65 license and has a history of working with a variety of clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Allworth Financial, LP provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other services to its clients.

Firm Information

Kenneth Mills 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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Kenneth Mills’s Registration & Firm History

CA

01/07/2020 - Present

Allworth Financial, LP (SACRAMENTO CA)

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Licenses & Designations

IA

Issued 06/07/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Daniel Mills.
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