Kevin Worley (CRD# 7184085) is an Investment Advisor Representative working at The Genwealth Group, Inc. in Maplewood, NJ and has 1 year of experience in the finance industry. Kevin Worley 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Genwealth Group, Inc. | Maplewood, NJ | Nov 2019 - Current | 4 |
| Unemployed | Maplewood, NJ | Jul 2018 - Oct 2019 | 1 |
| City Center | New York, NY | May 2018 - Jun 2018 | < 1 |
| The Sting | Millburn, NJ | Feb 2018 - Apr 2018 | < 1 |
| Unemployed | Maplewood, NJ | Nov 2017 - Jan 2018 | < 1 |
| The Honeymooners | Millburn, NJ | Aug 2017 - Oct 2017 | < 1 |
| Bandstand | New York, NY | Feb 2017 - Aug 2017 | < 1 |
| Holiday Inn | New York, NY | Sep 2016 - Jan 2017 | < 1 |
| Something Rotten | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| The Honeymooners | New York, NY | Mar 2016 - Apr 2016 | < 1 |
| Dames At Sea | New York, NY | Sep 2015 - Jan 2016 | < 1 |
| On The Town | New York, NY | Nov 2014 - Aug 2015 | < 1 |
| Bullets Over Broadway | New York, NY | Jan 2014 - Aug 2014 | < 1 |
- NJ
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$1,579,770
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NJ, NY, PA
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