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).
-
Total Assets Under Management38MILLION
-
Total Number of Accounts354ACCOUNTS
-
Average Account Value$108,005
- 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
- Publication of periodicals or newsletters
MI, NC, TN
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.
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.
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.
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.
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.