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Robert Augustus Giunco

Allworth Financial, LP

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About Robert Augustus Giunco

Robert Augustus Giunco is an investment advisor representative with Allworth Financial, LP. Robert Giunco has been in the industry since July 29, 1991. Robert Giunco holds the following licenses: Series 63, Series 24, and Series 7. Robert Giunco is also registered with the state of New Jersey. Robert Giunco has been with Allworth Financial, LP since October 2024. Robert Giunco was previously employed by George McKelvey Co., Inc. from June 1990 until December 22, 2020. Robert Giunco specializes in retirement planning, investment management, estate planning, and insurance.

Firm Information

Robert Giunco 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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Robert Giunco’s Registration & Firm History

CA

10/02/2024 - Present

Allworth Financial, LP (FOLSOM CA)

NJ

07/29/1991 - 12/22/2020

GEORGE MCKELVEY CO., INC. (Manasquan NJ)

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Licenses & Designations

BC

Issued 11/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Augustus Giunco.
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