Advisor at Worrell Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Worrell Advisory Services
Location
Branford, CT 06405
Credentials
Series 63, Series 65
Industry experience
31 years
Based on Worrell Advisory Services
$240 per hour for financial planning services, billed in 10-minute increments.
Fee-only: Financial planning services at $240 per hour, billed in 10-minute increments, with a $480 deposit required to initiate the engagement.
202 S. Montowese Street, Suite 4
Branford, CT 06405
Connecticut
Worrell Advisory Services, LLC
2016 - Present (10 years)
Sowell Financial Services, LLC
2016 - 2017 (1 year)
Source Capital Group, Inc.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFA®, Series 63, Series 65
Madison, CT
Sursum Financial LLC
CFA®, Series 63, Series 65
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Blakely Harbor Advisors, LLC
Series 63, Series 65
Madison, CT
Wax Asset Management LLC
Series 63, Series 65
Branford, CT
B.P. Walsh and Co., LLC
Series 63, Series 65
Guilford, CT
McCauley Investments Advisors LLC
CFA®
Boca Raton, FL
Ladd Capital Management LLC
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