Robert Worrell (CRD# 2539187) is an Investment Advisor Representative working at Worrell Advisory Services in Branford, CT and has over 27 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Worrell Advisory Services, LLC | Branford, CT | Dec 2016 - Current | 7 |
| Sowell Financial Services, LLC | Branford, CT | Jun 2016 - Mar 2017 | < 1 |
| Source Capital Group, Inc. | Westport, CT | Apr 2016 - Jun 2016 | < 1 |
| Securities America Inc. | Brandford, CT | Jan 2016 - Mar 2016 | < 1 |
| Securities America Advisors | Brandford, CT | Jan 2016 - Mar 2016 | < 1 |
| Investor Capital Corp | Lynnfield, MA | Apr 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management5MILLIONS
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Total Number of Accounts126ACCOUNTS
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Average Account Value$43,602
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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