Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Worley is a financial advisor with The Martin Worley Group. Brian has over 25 years of experience in the financial services industry. Brian has a Series 7, Series 6, Series 24 and Series 53 licenses and is a Certified Financial Planner. Brian is also a member of the Investment Committee for the National Ability Center and a Trustee of the Worley Family Trust. Brian provides financial planning, portfolio management, and selection of other advisors to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
04/25/2014 - Present
THE Martin Worley Group (COTTONWOOD HEIGHTS UT)
UT
07/01/2008 - 04/25/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIDVALE UT)
UT
01/28/2003 - 07/01/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (MIDVALE UT)
TX
01/20/1998 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
02/27/1997 - 09/02/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/27/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
09/11/1995 - 03/12/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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