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David Holt Worley

THE WORLEY BANKS GROUP, LLC·CREVE COEUR, Missouri
SIE, Series 6, Series 63, Series 6518 years registeredTHE WORLEY BANKS GROUP, LLC
6 CITYPLACE DRIVE, CREVE COEUR, MO 63141CRD# 3004078Firm CRD# 306890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Holt Worley · CREVE COEUR, MO
Registration
CRD #3004078 · THE WORLEY BANKS GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BISON FINANCIAL GROUP, LLC
Apr 2023 – present
THE WORLEY BANKS GROUP, LLC
May 2020 – May 2022
CREVE COEUR, MO
RFG ADVISORY, LLC
Nov 2015 – Sep 2020
Creve Coeur, MO
LPL FINANCIAL LLC
Dec 2010 – Oct 2015
CREVE COEUR, MO
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Jul 2008 – Dec 2010
FESTUS, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · July 18, 2008
Years registered · 18
03

Disclosure History

2004Customer Dispute·Withdrawn
1972Criminal·Final Disposition
1971Criminal·Final Disposition

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
THE WORLEY BANKS GROUP, LLC
CRD 306890 · SEC 801-118683
AUM
$143M
Regulatory assets under management
Employees
4
768 client accounts
Services offered by THE WORLEY BANKS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WORLEY BANKS GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Holt Worley offer?
David Holt Worley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CREVE COEUR, Missouri for a consultation.
What are David Holt Worley's credentials?
David Holt Worley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Holt Worley located?
David Holt Worley is based in CREVE COEUR, Missouri, working with THE WORLEY BANKS GROUP, LLC. Their office serves clients in the CREVE COEUR metropolitan area and surrounding communities.
How does David Holt Worley charge for services?
David Holt Worley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WORLEY BANKS GROUP, LLC?
THE WORLEY BANKS GROUP, LLC has approximately 4 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WORLEY BANKS GROUP, LLC

Timothy Joseph Banks
CREVE COEUR, MO

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