Edward Worrell, financial advisor West Chester PA

Edward Worrell

CRD Number: 2858264
Current Firm: Worrell Financial LLC

Edward Worrell (CRD# 2858264) is an Investment Advisor Representative working at Worrell Financial LLC in West Chester, PA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Worrell Financial LLC West Chester, PA Feb 2022 - Current 1
Worrell Capital Consulting West Chester, PA Nov 2019 - Current 4
Edward Worrell Jr Cpa Lansdowne, PA Nov 1994 - Current 29
Glaxosmithkline Philadelphia, PA Aug 2001 - Dec 2018 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Edward C. Worrell
Phone Number: 610-563-6800
Registered State(s):
  • PA
Current Firm Details
Worrell Financial LLC
Firm's CRD Number: 319302
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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