The Martin Worley Group

The Martin Worley Group (CRD# 169006) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $312,531,214 in 862 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
http://www.martinworley.com
By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $362,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NE, OR, TX, UT

Financial Advisors at The Martin Worley Group
Showing 1 - 5 of 5 top financial advisors.
1
Jack Griffin, financial advisor Lake Oswego OR
Jack L. Griffin
CRD#: 3079449
5200 Meadows Road Suite 150, Lake Oswego, OR 97035

Jack Griffin (CRD# 3079449) is an Investment Advisor Representative working at The Martin Worley Group in Lake Oswego, OR and has over 21 years of experience in the finance industry.

2
Shandon Johnson, financial advisor Cottonwood Heights UT
Shandon D. Johnson
CRD#: 6943697
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047

Shandon Johnson (CRD# 6943697) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 5 years of experience in the finance industry.

3
Terra Thurgood, financial advisor Cottonwood Heights UT
Terra J. Thurgood
CRD#: 5107353
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047

Terra Thurgood (CRD# 5107353) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 17 years of experience in the finance industry.

4
Barry Watson, financial advisor Cottonwood Heights UT
Barry T. Watson
CRD#: 5402958
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047

Barry Watson (CRD# 5402958) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 16 years of experience in the finance industry.

5
Brian Worley, financial advisor Cottonwood Heights UT
Brian A. Worley
CRD#: 2649692
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047

Brian Worley (CRD# 2649692) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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