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Thomas Clarkson Worth

Defender Capital

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About Thomas Clarkson Worth

Thomas Clarkson Worth is a financial advisor with Defender Capital. Thomas has been in the financial services industry for over 20 years, providing financial advice and guidance to a diverse clientele. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, and 65 securities licenses. Thomas is registered to provide financial advice in North Carolina. Defender Capital provides a variety of financial services to individuals, families, and businesses. Defender Capital is dedicated to helping clients achieve their financial goals.

Firm Information

Thomas Worth is currently registered with Defender Capital. Defender Capital is an investment advisor registered with the SEC, located in Charlotte, North Carolina. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $413.7 million in assets for 511 clients, including individuals, high-net-worth individuals, and charitable organizations.
Defender Capital

1310 SOUTH TRYON STREET

CHARLOTTE, NC 28203

$413.73M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Worth’s Registration & Firm History

NC

10/16/2014 - Present

Defender Capital (CHARLOTTE NC)

NC

04/13/2005 - 02/01/2008

NFP SECURITIES, INC. (WHITSETT NC)

MO

05/05/2000 - 05/09/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/23/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Clarkson Worth.
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