Worthpointe
Worthpointe (CRD# 143996) is a financial advisory firm headquartered in Austin, TX. They manage $363,300,000 in 1,299 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management363MILLION
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Total Number of Accounts1,299ACCOUNTS
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Average Account Value$279,677
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IA, IL, NC, NJ, NY, OK, PA, TX, WA
Anthony Ferreira (CRD# 4586955) is an Investment Advisor Representative working at Worthpointe in San Diego, CA and has over 15 years of experience in the finance industry. Anthony Ferreira 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.
Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 9 years of experience in the finance industry. Scott O'brien 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.
Morgan Smith (CRD# 4620769) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 14 years of experience in the finance industry. Morgan Smith 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.
Charles Stanley (CRD# 1805936) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 29 years of experience in the finance industry. Charles Stanley 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.
Christopher Vanslyke (CRD# 2870730) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 20 years of experience in the finance industry. Christopher Vanslyke 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.
Richard Wilkinson (CRD# 4141734) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 17 years of experience in the finance industry. Richard Wilkinson 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.
Matt Addington (CRD# 5110554) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 11 years of experience in the finance industry.
Kermit Johns (CRD# 2949339) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 19 years of experience in the finance industry.
Steven Long (CRD# 5129259) is an Investment Advisor Representative working at Worthpointe in San Diego, CA and has over 11 years of experience in the finance industry.
Joshua Wilson (CRD# 5279243) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 10 years of experience in the finance industry.