Kevin WorleyCRD Number: 7184085
Current Firm: The Genwealth Group, Inc.
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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|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|
|Cinderella||New York, NY||Dec 2012 - Jan 2014||1|
Total Assets Under Management355MILLIONS
Total Number of Accounts702ACCOUNTS
Average Account Value$505,937
- 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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