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.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 6180296
Oppenheimer & Company Inc.
| 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 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.