Worth Financial Advisory Group, LLC

Worth Financial Advisory Group, LLC (CRD# 156564) is a financial advisory firm headquartered in Charlotte, NC. They manage $38,233,800 in 354 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $108,005
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
  • Publication of periodicals or newsletters
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.

MI, NC, TN

Financial Advisors at Worth Financial Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Glen E. Wright
CRD#: 4162790
8720 Red Oak Blvd, Suite 102, Charlotte, NC 28217
96
Wealthminder
score

Glen Wright (CRD# 4162790) is an Investment Advisor Representative working at Worth Financial Advisory Group, LLC in Charlotte, NC and has over 17 years of experience in the finance industry. Glen Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jessica R. Cale
CRD#: 5408821
Charlotte, NC
93
Wealthminder
score

Jessica Cale (CRD# 5408821) is an Investment Advisor Representative working at Worth Financial Advisory Group, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

3
Andreena Moss
CRD#: 4889854
2100 Crescent Ave, Suite 150, Charlotte, NC 28207
93
Wealthminder
score

Andreena Moss (CRD# 4889854) is an Investment Advisor Representative working at Worth Financial Advisory Group, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

4
Nicolas Deboeuf
CRD#: 6474537
8720 Red Oak Blvd, Suite 102, Charlotte, NC 28217
88
Wealthminder
score

Nicolas Deboeuf (CRD# 6474537) is an Investment Advisor Representative working at Worth Financial Advisory Group, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.

5
Harold G. Goodlett
CRD#: 1947269
8720 Red Oak Blvd, Suite 102, Charlotte, NC 28217
83
Wealthminder
score

Harold Goodlett (CRD# 1947269) is an Investment Advisor Representative working at Worth Financial Advisory Group, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.