Kevin Worley, financial advisor Maplewood NJ

Kevin Worley

CRD 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.

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Origin Financial
Professional Designations
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
Cinderella New York, NY Dec 2012 - Jan 2014 1

Kevin Worley has no recent exams reported.
Contact Info for Kevin Worley
Phone Number: 973-761-0400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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