Erin WordenCRD Number: 1896416
Current Firm: Signator Investors, Inc.
Erin Worden (CRD# 1896416) is an Investment Advisor Representative working at Signator Investors, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Nations Financial Group, Inc.
|Signator Investors, Inc.||Cedar Rapids, IA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Cedar Rapids, IA||Jan 1998 - May 2016||18|
|Life Investors Marketing Group||Cedar Rapids, IA||Feb 1997 - May 2012||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management5,538MILLIONS
Total Number of Accounts29,854ACCOUNTS
Average Account Value$185,489
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY