Patrick Allen Henry
Investment adviser representative at Allworth Financial, L.P.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$33.6BFirm assets
Are you Patrick Allen Henry? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Aw SecuritiesJan 2008 to now
- Allworth Financial, L.P.Feb 2004 to now
- Hanson McclainApr 2008 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1781345
- Firm CRD
- 111167