Hanson Mcclain LP

Allworth Financial, L.P. (previously known as Hanson McClain LP) is a DE Limited Partnership with a team of 123 professionals, 46 of whom serve in advisory roles. With a modest clientele of 19, the firm operates under an SEC approved status since August 27, 2007.

• CHRISTOPHER MICHAEL ODDY

  CHIEF FINANCIAL OFFICER owns less than 5%

• COREY C GAMBLE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID WILLIAM SCHAUER

  CHIEF INVESTMENT OFFICER owns less than 5%

• HANSON MCCLAIN GROUP, L.P.

  PARTNER owns 75% or more

• JULIA CAROL FRISE

  SECRETARY/DIRECTOR OF CORPORATE OPERATIONS owns less than 5%

• PATRICK CARL MCCLAIN

  CO-CHIEF EXECUTIVE OFFICER owns less than 5%

• PETER JOHN ENGELKEN

  CHIEF OPERATING OFFICER owns less than 5%

• SCOTT THOMAS HANSON

  CO-CHIEF EXECUTIVE OFFICER owns less than 5%

• STEVEN THOMAS BURNETT

  PRESIDENT owns less than 5%

• HMG HOLDCO, INC.

  OWNER owns more than 25% but less than 50%

• HMGI INTERMEDIATE, L.P.

  OWNER owns 75% or more

• HMGI PARENT, L.P.

  OWNER owns 75% or more

• PARTHENON INVESTORS V HM BLOCKER, INC.

  OWNER owns more than 25% but less than 50%

• PARTHENON INVESTORS V HM HOLDCO AIV, L.P.

  OWNER owns 75% or more

• PARTHENON INVESTORS V HM-AIV, L.P.

  OWNER owns 75% or more

• PARTHENON V HM HOLDINGS, L.P.

  OWNER owns more than 50% but less than 75%

• PATRICK CARL MCCLAIN

  OWNER owns more than 25% but less than 50%

• SCOTT THOMAS HANSON

  OWNER owns more than 25% but less than 50%

• Lucas Group Financial Planners Inc
• Brown Robello Capital Management LLC
• David L Bonuccelli & Associates Inc
• Springer Investment Management Inc
• AF Advisors Inc
• FDX Advisors Inc
• Genovese Burford & Brothers Wealth and Retirement PLAN MGMT LLC
• BOYD Wealth Management LLC
• TATE Wealth Management
• Towerpoint Wealth LLC

• 4 Ways to Fund Both College and Retirement