Worthy Financial Services

Worthy Financial Services (CRD# 142462) is a financial advisory firm headquartered in Westminster, MD. They manage $22,251,239 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
607 Nursery Road, Westminster, MD 21157
https://twitter.com/@josephworthy13
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $139,070
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, PA

Financial Advisors at Worthy Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Worthy, financial advisor Westminster MD
Joseph E. Worthy
CRD#: 2484078
Westminster, MD

Joseph Worthy (CRD# 2484078) is an Investment Advisor Representative working at Worthy Financial Services in Westminster, MD and has over 28 years 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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