The Worley Banks Group, LLC

The Worley Banks Group, LLC (CRD# 306890) is a financial advisory firm headquartered in Creve Coeur, MO. They manage $142,713,923 in 768 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

6 Cityplace Drive, Suite 460, Creve Coeur, MO 63141

https://worleybanks.com/

By the Numbers

Total Assets Under Management

143

MILLION
Total Number of Accounts

768

ACCOUNTS
Average Account Value

$185,825

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at The Worley Banks Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Timothy J. Banks

CRD#: 4497630

6 Cityplace Drive, Suite 460, Creve Coeur, MO 63141

Timothy Banks (CRD# 4497630) is an Investment Advisor Representative working at The Worley Banks Group, LLC in Creve Coeur, MO and has over 22 years of experience in the finance industry.

Matthew R. Shepard

CRD#: 7490175

6 Cityplace Drive, Suite 460, Creve Coeur, MO 63141

Matthew Shepard (CRD# 7490175) is an Investment Advisor Representative working at The Worley Banks Group, LLC in Creve Coeur, MO and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals