Jack Worrell (CRD# 3235294) is an Investment Advisor Representative working at Carolina Planning Group LLC in Beaufort, SC and has over 17 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.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1294479
Verity Investment Partners
CRD# 1760174
Aronson Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodbury Financial Services Inc. | Woodbury, MN | Oct 2006 - Current | 17 |
| Kinghorn Insurance Agency | Beaufort, SC | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
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Total Assets Under Management24MILLIONS
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Total Number of Accounts59ACCOUNTS
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Average Account Value$405,039
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
SC
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