The Martin Worley Group

The Martin Worley Group (CRD# 169006) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $137,424,797 in 564 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $243,661
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)
  • Educational seminars/workshops
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.

CA, NE, OR, TX, UT

Financial Advisors at The Martin Worley Group
Showing 1 - 5 of 5 top financial advisors.
1
Terra J. Thurgood
CRD#: 5107353
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
96
Wealthminder
score

Terra Thurgood (CRD# 5107353) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 11 years of experience in the finance industry. Terra Thurgood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barry T. Watson
CRD#: 5402958
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
96
Wealthminder
score

Barry Watson (CRD# 5402958) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 10 years of experience in the finance industry. Barry Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian A. Worley
CRD#: 2649692
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
96
Wealthminder
score

Brian Worley (CRD# 2649692) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 22 years of experience in the finance industry. Brian Worley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William J. Draper
CRD#: 4907513
6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
93
Wealthminder
score

William Draper (CRD# 4907513) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.

5
Jack L. Griffin
CRD#: 3079449
5200 Meadows Road Suite 150, Lake Oswego, OR 97035
93
Wealthminder
score

Jack Griffin (CRD# 3079449) is an Investment Advisor Representative working at The Martin Worley Group in Lake Oswego, OR and has over 15 years of experience in the finance industry.

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