Advisor at Dauble+Worthington Equity Portfolios
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Firm
Dauble+Worthington Equity Portfolios
Location
Evansville, IN 47708
Credentials
Series 66
Industry experience
17 years
John Worthington is a financial advisor with Dauble+Worthington Equity Portfolios in Evansville, IN, holding a Series 66 designation and 17 years of industry experience. He has been involved with Dauble, Miser, Worthington, LLC since 2016 and operates Worthington Investments, LLC, which manages multifamily property investments through an independent third party. Worthington also co-manages Dauble, Miser, Worthington, LLC, advising clients on tax and wealth strategies. Dauble+Worthington Equity Portfolios offers personalized discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analytical methods and provides ongoing portfolio supervision, including performance reporting and the use of both long-term and shorter-term strategies tailored to client risk profiles.
Based on Dauble+Worthington Equity Portfolios
Based on Dauble+Worthington Equity Portfolios
$5,000 annual financial planning fee, negotiable
$0 - $100,000: $20 per month $100,001 - $250,000: $35 per month $250,001 - $1,000,000: $50 per month $1,000,001+: $75 per month
Account minimum: $5,000.00
135 Locust Street
Evansville, IN 47708
Indiana
Dauble, Miser, Worthington, LLC
2016 - Present (10 years)
Worthington Investments
2010 - Present (16 years)
Dauble+Worthington Capital Management
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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