Worthwhile Wealth Council

Worthwhile Wealth Council (CRD# 126918) is a financial advisory firm headquartered in Johnson City, TN. They manage $64,260,716 in 412 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
508 Princeton Rd, Suite 301, Johnson City, TN 37601
https://www.alignable.com/sedona-az/carrier-maurice-webb-wealth-advisors
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $155,973
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NC, TN, VA

Financial Advisors at Worthwhile Wealth Council
Showing 1 - 3 of 3 top financial advisors.
1
Lois Carrier, financial advisor Johnson City TN
Lois A. Carrier
CRD#: 1904279
508 Princeton Rd, Suite 301, Johnson City, TN 37601
Lois Carrier (CRD# 1904279) is an Investment Advisor Representative working at Carrier, Maurice & Webb Wealth Advisors in Johnson City, TN and has over 27 years of experience in the finance industry. Lois Carrier 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
David Maurice, financial advisor Johnson City TN
David L. Maurice
CRD#: 2120949
508 Princeton Rd, Suite 301, Johnson City, TN 37601

David Maurice (CRD# 2120949) is an Investment Advisor Representative working at Worthwhile Wealth Council in Johnson City, TN and has over 33 years of experience in the finance industry.

3
Phillip Worley, financial advisor Johnson City TN
Phillip A. Worley
CRD#: 7565910
508 Princeton Rd, Suite 301, Johnson City, TN 37601

Phillip Worley (CRD# 7565910) is an Investment Advisor Representative working at Worthwhile Wealth Council in Johnson City, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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