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Peter James Abi-nader

Allworth Financial, LP

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About Peter James Abi-nader

Peter Abi-nader is a financial advisor with Allworth Financial, LP. Peter has been in the industry since 2003 and is registered in California. Peter specializes in providing financial planning, portfolio management, and pension consulting services. Peter is a Certified Financial Planner and holds the Series 7 and 66 securities licenses.

Firm Information

Peter Abi-nader 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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Peter Abi-nader’s Registration & Firm History

CA

10/03/2022 - Present

Allworth Financial, LP (FOLSOM CA)

CA

10/26/2009 - 01/20/2016

EDWARD JONES (FAIR OAKS CA)

CA

12/15/2008 - 06/15/2009

QUEST SECURITIES, INC. (FAIR OAKS CA)

CA

05/17/2006 - 11/15/2006

AMERIPRISE FINANCIAL SERVICES, INC. (GOLD RIVER CA)

MO

01/02/2003 - 04/27/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Abi-nader.
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