Jack WorrellCRD Number: 3235294
Current Firm: Carolina Planning Group LLC
Jack Worrell (CRD# 3235294) is an Investment Advisor Representative working at Carolina Planning Group LLC in Beaufort, SC and has over 15 years of experience in the finance industry. Jack Worrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Verity Investment Partners
Lincoln Financial Securities Corporation
Aronson Asset Management, Inc.
|Woodbury Financial Services Inc.||Woodbury, MN||Oct 2006 - Current||15|
|Kinghorn Insurance Agency||Beaufort, SC||Mar 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
Total Assets Under Management21MILLIONS
Total Number of Accounts77ACCOUNTS
Average Account Value$278,812
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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