Worchestershire Financial, Inc.

Worchestershire Financial, Inc. (CRD# 154986) is a financial advisory firm headquartered in Bartlett, TX. They manage $2,300,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $230,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Worchestershire Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John L. Kirstein
CRD#: 3071271
Bartlett, TX
58
Wealthminder
score

John Kirstein (CRD# 3071271) is an Investment Advisor Representative working at Worchestershire Financial, Inc. in Bartlett, TX and has over 18 years of experience in the finance industry.

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