Blayne Worman (CRD# 6959278) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mount Vernon, IN and has over 3 years of experience in the finance industry.
CRD# 6593282
Edward Jones
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Mt. Vernon, IN | Mar 2021 - Current | 3 |
| Kestra Investment Services, LLC | Mt. Vernon, IN | Sep 2020 - Current | 3 |
| Lpl Financial LLC | Mount Vernon, IN | Feb 2019 - Sep 2020 | 1 |
| Old National Bank | Mount Vernon, IN | Jul 2018 - Sep 2020 | 2 |
| Shield Global Partners | Evansville, IN | Aug 2016 - Jun 2018 | 1 |
| Unemployed | Evansville, IN | Jun 2016 - Aug 2016 | < 1 |
| Usi | Evasnville, IN | Jun 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- IN
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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