Morgan Stanley
47yrs
Top advisor by experience in Sacramento
36yrs
Bruce Danforth Killips
Financial advisor at Allworth Financial
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in California
Office8775 Folsom Blvd. Suite 100, Sacramento, CA 95826
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2020 – nowAllworth Financial, L.P.Current firm
- 2001 – 2020RAAPreviously
- 1998 – 2019Danforth InvestmentsPreviously
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bruce
How do I contact Bruce?
Call Allworth Financial at 916-482-2196 and ask for Bruce Danforth Killips. Bruce works from the Sacramento, CA office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 1991, about 36 years. Top 7% by experience in California.
What licenses does Bruce hold?
Series 63. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bruce paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Bruce for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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