Dauble+worthington Equity Portfolios

Dauble+worthington Equity Portfolios (CRD# 148530) is a financial advisory firm headquartered in Evansville, IN. They manage $7,476,459 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $105,302
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TN

Financial Advisors at Dauble+worthington Equity Portfolios
Showing 1 - 4 of 4 top financial advisors.
1
John A. Worthington
CRD#: 5485918
3116 E. Morgan Ave., Ste A., Evansville, IN 47711
104
Wealthminder
score

John Worthington (CRD# 5485918) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 7 years of experience in the finance industry.

 

2
Jon A. Dauble
CRD#: 1412416
135 Locust Street, Evansville, IN 47708
81
Wealthminder
score

Jon Dauble (CRD# 1412416) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 30 years of experience in the finance industry.

3
Jackie K. Overstreet
CRD#: 1095576
3116 E. Morgan Ave., Ste. A, Evansville, IN 47711
81
Wealthminder
score

Jackie Overstreet (CRD# 1095576) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 33 years of experience in the finance industry.

4
Derek A. Miser
CRD#: 2882966
11124 Kingston Pike, Suite 272, Knoxville, TN 37934
69
Wealthminder
score

Derek Miser (CRD# 2882966) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Knoxville, TN and has over 19 years of experience in the finance industry.

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