Worthynest LLC

Worthynest LLC (CRD# 284872) is a financial advisory firm headquartered in , . They manage $13,245,292 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.facebook.com/worthynest/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $191,961
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MO, TX

Financial Advisors at Worthynest LLC
Showing 1 - 1 of 1 top financial advisors.
1
Deborah Meyer, financial advisor Punta Gorda FL
Deborah L. Meyer
CRD#: 4563906
Punta Gorda, FL

Deborah Meyer (CRD# 4563906) is an Investment Advisor Representative working at Worthynest LLC in Punta Gorda, FL and has over 17 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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