Carl Worden (CRD# 3130121) is an Investment Advisor Representative working at Equity Advisors, LLC in Zepher Cove, NV and has over 25 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Advisors, LLC | San Jose, CA | Nov 2018 - Current | 5 |
| Tax Deferral Strategies, LLC | San Jose, CA | Nov 2018 - Current | 5 |
| Tax Strategies Marketing, LLC | San Jose, CA | Nov 2018 - Current | 5 |
| Worden Wealth Management | San Jose, CA | Sep 2011 - Current | 12 |
| Saxony Securities, Inc. | St. Louis, MO | Jun 2019 - Apr 2020 | < 1 |
| Estate Planning Team | San Jose, CA | May 2016 - Mar 2019 | 2 |
| Centaurus Financial, Inc. | Anaheim, CA | Apr 2016 - Mar 2019 | 2 |
| Concorde Asset Management, LLC | Troy, MI | Mar 2015 - Apr 2016 | 1 |
| Concorde Investment Services, LLC | Troy, MI | Mar 2015 - Apr 2016 | 1 |
| J.p. Turner & Company, LLC | Aptos, CA | Oct 2007 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- CA
- MO
- NV
- NJ
- NC
- PA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$390,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, MO, NC, NJ, NV, PA
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