Dan Worthing, financial advisor Greenwood SC
90 score

Dan Worthing

CRD Number: 6067458
Current Firm: Edward Jones

Dan Worthing (CRD# 6067458) is an Investment Advisor Representative working at Edward Jones in Greenwood, SC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2012 - Current 4
Unemployed Greenwood, SC Mar 2012 - May 2012 < 1
Covidien Greenwood, SC Mar 2011 - Mar 2012 1
Eaton Corporation Aurora, OH Mar 2008 - Feb 2011 2
Reliable Automatic Sprinkler Company Liberty, SC Feb 2008 - Feb 2008 < 1
Saint Vincent College Latrobe, PA Nov 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Dan A. Worthing
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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