Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$32,229,853,025
ClientsTotal clients
28,786
AdvisorsAdvisors at this office
3
Of 309 advisors across 42 offices
Location
3430 E Sunrise Dr, Suite 220
Tucson AZ 85718
Advisors at this office
3
Advisors at this office
Patrick B
Series 65, Series 63
Tucson, AZ
Allworth financial, L.P.
Patrick Bauer is a financial advisor with Allworth Financial, L.P. in Tucson, AZ, holding Series 65 and Series 63 credentials. He has two years of industry experience, including roles at J.P. Morgan Securities LLC and Equitable Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, discretionary and non-discretionary asset management, and uses technology to manage held-away retirement accounts without client login credentials.
Blake D
CFP®, Series 65
Tucson, AZ
Allworth financial, L.P.
Blake Davelaar is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Allworth Financial, L.P. and has prior experience at Pathways Financial Partners, Inc. Since 2006, he has also been involved in ongoing academic pursuits. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, trusts, estates, and corporate clients. The firm offers customized portfolio strategies that incorporate core-satellite, pure-index, and specialized models, and is distinguished by its ownership structure and an airline-focused division serving airline industry employees.
Brian M
Series 63, Series 65
Tucson, AZ
Allworth financial, L.P.
Brian Murphy is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at My Pathway, LLC and Pathways Financial Partners, Inc. He is also an investor and limited partner in Saunders Amos LLC, a non-investment-related business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.
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