Jack Worrell, financial advisor Beaufort SC

Jack Worrell

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jack C. Worrell
Phone Number: 843-379-3411
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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