Unclaimed
Kenneth Worley is a financial advisor at LPL Financial LLC in Wichita Falls, TX. Kenneth has been in the industry since March 15, 2000. Kenneth has a Series 7, Series 24, Series 63 and Series 66 licenses. Kenneth is also a Certified Financial Planner. Kenneth has a strong track record of success in providing financial advice to individuals, families, and businesses. Kenneth is committed to helping clients achieve their financial goals. Kenneth's previous experience includes working at Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. Kenneth is dedicated to providing personalized financial guidance to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/01/2010 - Present
LPL Financial LLC (WICHITA FALLS TX)
TX
01/01/2008 - 12/02/2010
WELLS FARGO ADVISORS, LLC (WICHITA FALLS TX)
TX
03/16/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA FALLS TX)
BOTH
Issued 02/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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