Connor Branch
Investment adviser representative at Allworth Financial, L.P.
12 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 yearsFirm in business
Are you Connor Branch? 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
12 years in the industry.
- Allworth Financial, L.P.Sep 2025 to now
- Aw SecuritiesSep 2025 to now
- Southern Scoops LLCMar 2024 to Jun 2025
- Equitable Advisor, LLCJun 2023 to Jan 2024
- Papa Gallo's Mexican GrillAug 2022 to Jul 2023
- Texas RoadhouseOct 2021 to Jul 2022
- Big 5 Sporting GoodsAug 2020 to Oct 2021
- San Diego State UniversityAug 2018 to May 2022
- Carl's Jr.Dec 2017 to Jun 2018
- Royal High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7767442
- Firm CRD
- 111167