linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wayne Robert Worthington

Smith Anglin Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wayne? Claim Your Profile

About Wayne Robert Worthington

Wayne Worthington is a financial advisor with Smith Anglin Financial, LLC. Wayne is based in Dallas, TX and has been in the industry for several years. Wayne holds a Series 63, Series 7, and SIE license and is also a Certified Financial Planner and a Chartered Financial Analyst. Wayne specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Wayne's previous experience includes positions at True North Wealth Management, Sernett Wealth Management, Quad Cities Bank and Trust, and Transamerica.

Firm Information

Wayne Worthington is currently registered with Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is a Registered Investment Advisor based in Dallas, Texas. The firm manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Smith Anglin Financial provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
Smith Anglin Financial, LLC

14755 PRESTON ROAD.

DALLAS, TX 75254

$1.57B

Assets Under Management

12

Total Clients

15

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wayne Worthington’s Registration & Firm History

TX

05/20/2019 - Present

Smith Anglin Financial, LLC (DALLAS TX)

IA

04/13/2018 - 04/25/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CEDAR FALLS IA)

IA

07/31/2017 - 02/20/2018

LPL FINANCIAL LLC (CEDAR RAPIDS IA)

Not sure if Wayne Robert Worthington is right for you?

Licenses & Designations

BC

Issued 08/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne Robert Worthington.
Not sure if Wayne Robert Worthington is right for you?