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).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    1,210
    ACCOUNTS
  • Average Account Value
    $148,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, IL, IN, LA, MI, NC, NE, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Worth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jessica R. Carnes
CRD#: 5408821
5605 77 Center Drive, Suite 101, Charlotte, NC 28217

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.

2
Nicolas Deboeuf
CRD#: 6474537
5605 77 Center Drive, Suite 101, Charlotte, NC 28217

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.

3
Harold G. Goodlett
CRD#: 1947269
5605 77 Center Drive, Suite 101, Charlotte, NC 28217

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.

4
Glen E. Wright
CRD#: 4162790
5605 77 Center Drive, Suite 101, Charlotte, NC 28217

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.

5
Robin L. Underwood
CRD#: 1488849
5605 77 Center Drive, Charlotte, NC 28217

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.

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