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Phillip Scott Monroe

Allworth Financial, LP

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About Phillip Scott Monroe

Phillip Monroe is a registered investment advisor representative with Allworth Financial, LP. Phillip has been in the financial industry since 2021 and has experience working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and individuals other than high-net-worth. Phillip is licensed to provide investment advice in California. Phillip has passed the Series 7TO, SIE and Series 66 exams. Phillip is an active member of the financial industry and is committed to providing his clients with the highest level of service.

Firm Information

Phillip Monroe 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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Phillip Monroe’s Registration & Firm History

CA

11/05/2024 - Present

Allworth Financial, LP (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 01/02/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Scott Monroe.
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