Richard WorthCRD Number: 1251519
Current Firm: Next Financial Group, Inc.
Richard Worth (CRD# 1251519) is an Investment Advisor Representative working at Next Financial Group, Inc. in Charlotte, NC and has over 32 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Next Financial Group, Inc.||Port St. Lucie, FL||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV