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Lori E Sherman

Allworth Financial, LP

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About Lori E Sherman

Lori Sherman is a financial advisor with Allworth Financial, LP. She is located in Lafayette, California and also works from the firm's office in Folsom. Lori Sherman is a Certified Financial Planner and has been in the financial industry since 1996. Lori Sherman has a Series 27 license. She has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit sharing plans, and charitable organizations. Lori Sherman has been registered with the state of California since January 16, 2013. Lori Sherman previously worked at Stewart & Patten Co., LLC and Phoenix Equity Planning Corporation.

Firm Information

Lori Sherman 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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Lori Sherman’s Registration & Firm History

CA

06/05/2024 - Present

Allworth Financial, LP (FOLSOM CA)

CT

10/03/1997 - 03/09/2000

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

09/27/1996 - 10/03/1997

PASADENA FUND SERVICES, INC.

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Licenses & Designations

BC

Issued 09/23/1996

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori E Sherman.
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