Allworth Financial
47yrs
Top advisor by experience in Folsom
25yrs
Eva Purvis
Financial advisor at Allworth Financial
Eva Purvis has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Folsom, California. After 13 years at Simply Money Advisors and a year at Morgan Stanley DW, Eva joined Allworth Financial in 2018, a firm offering financial planning, investment management, and private fund management. Eva holds the CFP® designation.
One of 329 advisors with offices in Folsom, and one of 282 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 71% of advisors nationwide
Office340 Palladio Parkway. Suite 501, Folsom, CA 95630
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowAllworth Financial, L.P.Current firm
- 2006 – 2019Simply Money AdvisorsPreviously
- Oct 2003 – Jan 2005Morgan Stanley DW Inc.Previously
Contact Eva
Local office(916) 357-5287Ask for Eva. (916) 482-2196Main office 340 Palladio Parkway. Suite 501Folsom, CA 95630Office · Get directions Firm websiteallworthfinancial.com
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Questions to ask Eva
Tailored to Eva’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eva
How do I contact Eva?
Call Eva’s local office at (916) 357-5287 or the Allworth Financial main office at (916) 482-2196, and ask for Eva Purvis.
How long has Eva been a financial advisor?
Eva has been in the industry since 2001, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Eva hold?
Series 66. Tap any license on this page to see what it allows.
Is Eva a fiduciary?
Eva is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eva paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Eva for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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