William Whitworth (CRD# 3097232) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Webster, TX and has over 25 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Humble, TX | Apr 2021 - Current | 3 |
| Whitworth, Inc. | Houston, TX | Jan 1989 - Current | 35 |
| Lpl Financial LLC | League City, TX | Jun 2018 - Apr 2021 | 2 |
| Waddell & Reed, Inc. | Webster, TX | Feb 2011 - Jun 2016 | 5 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | Dickinson, TX | Feb 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
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