The Wordway Planning Corporation
The Wordway Planning Corporation (CRD# 124596) is a financial advisory firm headquartered in , . They manage $786,260 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$262,087
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Worden (CRD# 472762) is an Investment Advisor Representative working at The Wordway Planning Corporation in Colorado Springs, CO and has over 34 years of experience in the finance industry. James Worden 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.