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Sean Michael Rayburn

Allworth Financial, LP

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About Sean Michael Rayburn

Sean Michael Rayburn is a financial advisor at Allworth Financial, LP. Sean has been in the financial services industry since 2016 and has experience providing financial advice to individuals, businesses, and non-profit organizations. He has a wide range of expertise in areas such as financial planning, retirement planning, and investment management. Sean is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses.

Firm Information

Sean Rayburn 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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Sean Rayburn’s Registration & Firm History

GA

07/14/2023 - Present

Allworth Financial, LP (Marietta GA)

GA

01/09/2019 - 10/25/2022

SAGEPOINT FINANCIAL, INC. (MARIETTA GA)

GA

04/19/2016 - 01/03/2019

FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Michael Rayburn.
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