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Christina L Worley

CASTLE WEALTH MANAGEMENT LLC·WEST PALM BEACH, Florida
Series 2Clean record28 years registeredCASTLE WEALTH MANAGEMENT LLC
201 ARKONA CT, WEST PALM BEACH, FL 33401-7116CRD# 2417412Firm CRD# 118364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christina L Worley · WEST PALM BEACH, FL
Registration
CRD #2417412 · CASTLE WEALTH MANAGEMENT LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

CASTLE WEALTH MANAGEMENT
Nov 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · November 17, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASTLE WEALTH MANAGEMENT LLC
CRD 118364 · SEC 801-60871
AUM
$350M
Regulatory assets under management
Employees
7
722 client accounts
Services offered by CASTLE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 CASTLE WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Christina L Worley offer?
Christina L Worley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Christina L Worley's credentials?
Christina L Worley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina L Worley located?
Christina L Worley is based in WEST PALM BEACH, Florida, working with CASTLE WEALTH MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Christina L Worley charge for services?
Christina L Worley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE WEALTH MANAGEMENT LLC?
CASTLE WEALTH MANAGEMENT LLC has approximately 7 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CASTLE WEALTH MANAGEMENT LLC

John Joseph Manuel
WEST PALM BEACH, FL
Melissa Ann Gannon
WEST PALM BEACH, FL

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