Worrell Advisory Services

Worrell Advisory Services (CRD# 285888) is a financial advisory firm headquartered in Branford, CT. They manage $5,493,836 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
202 S. Montowese Street, Suite 4, Branford, CT 06405
http://www.worrelladvisory.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $43,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Worrell Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Robert Worrell, financial advisor Branford CT
Robert J. Worrell
CRD#: 2539187
202 S. Montowese Street, Suite 4, Branford, CT 06405

Robert Worrell (CRD# 2539187) is an Investment Advisor Representative working at Worrell Advisory Services in Branford, CT and has over 27 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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