Worth Advisors
Worth Advisors (CRD# 156564) is a financial advisory firm headquartered in Charlotte, NC. They manage $179,335,290 in 1,210 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management179MILLION
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Total Number of Accounts1,210ACCOUNTS
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Average Account Value$148,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, FL, GA, IL, IN, LA, MI, NC, NE, NY, OH, OK, PA, SC, TN, TX, VA
Jessica Carnes (CRD# 5408821) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 12 years of experience in the finance industry.
Nicolas Deboeuf (CRD# 6474537) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 9 years of experience in the finance industry.
Harold Goodlett (CRD# 1947269) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 34 years of experience in the finance industry.
Glen Wright (CRD# 4162790) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 23 years of experience in the finance industry.
Robin Underwood (CRD# 1488849) is an Investment Advisor Representative working at Worth Advisors in Charlotte, NC and has over 37 years of experience in the finance industry.