Craig Worcester, financial advisor Ellsworth ME
93 score

Craig Worcester

CRD Number: 1296085
Current Firm: Cantella & Company, Inc.

Craig Worcester (CRD# 1296085) is an Investment Advisor Representative working at Cantella & Company, Inc. in Ellsworth, ME and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cantella & Company, Inc. Boston, MA Apr 2016 - Current < 1
First Point Financial Services Ellsworth, ME Aug 2013 - Current 3
Raymond James Financial Services Advisors Inc. Ellsworth, ME Aug 2013 - Mar 2016 2
State Farm Vp Management Corp Bangor, ME Oct 2011 - Jun 2013 1
State Farm Insurance Bangor, ME Sep 2011 - Jun 2013 1
Infinex Investments, Inc. Ellsworth, ME Mar 2008 - Sep 2011 3
Bar Harbor Bank & Trust Ellsworth, ME Feb 2008 - Sep 2011 3
Uvest Investment Services Charlotte, NC Jul 2001 - Jan 2008 6
Union Trust Ellsworth, ME Jan 2001 - Jan 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Craig D. Worcester
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    3,717
    ACCOUNTS
  • Average Account Value
    $253,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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