Unclaimed Profile

Charles Larkin Stanley

WORTHPOINTE, LLC·LA JOLLA, California

Series 6, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredWORTHPOINTE, LLC

888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 1805936Firm CRD# 143996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Larkin Stanley · LA JOLLA, CA

Registration

CRD #1805936 · WORTHPOINTE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORTHPOINTE, LLC

WORTHPOINTE

Jan 2012 – Dec 2024

San Diego, CA

TROVENA, LLC.

Feb 2007 – Dec 2013

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

AUM

$758M

Regulatory assets under management

Employees

1,367 client accounts

Services offered by WORTHPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTHPOINTE, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Larkin Stanley offer?

Charles Larkin Stanley specializes in Financial Planning, Investment Management.

What are Charles Larkin Stanley's credentials?

Charles Larkin Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Larkin Stanley located?

Charles Larkin Stanley is based in LA JOLLA, California, last registered with WORTHPOINTE, LLC.

How does Charles Larkin Stanley charge for services?

Charles Larkin Stanley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORTHPOINTE, LLC?

WORTHPOINTE, LLC has approximately 16 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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