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Edward P
Series 63
Providence, RI
Allworth financial, L.P.
Edward Pegram IV is a financial advisor at Allworth Financial, L.P. with 45 years of industry experience. He holds the Series 63 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management and financial planning, employing a mix of model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized service divisions.
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