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Michael John Gambol

WORTH FINANCIAL MANAGEMENT LLC·CHESTNUT HILL (PHILADELPHIA), Pennsylvania
SIE, Series 7, Series 8, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredWORTH FINANCIAL MANAGEMENT LLC
8331 GERMANTOWN AVENUE, CHESTNUT HILL (PHILADELPHIA), PA 19118CRD# 2120834Firm CRD# 281672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael John Gambol · CHESTNUT HILL (PHILADELPHIA), PA
Registration
CRD #2120834 · WORTH FINANCIAL MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES & ASSOCIATES, INC.
Aug 2020 – present
WELLS FARGO CLEARING SERVICES, LLC
Aug 2018 – Aug 2020
PHILADELPHIA, PA
WORTHFM
Jan 2016 – Jun 2016
CHESTNUT HILL (PHILADELPHIA), PA
BLACKROCK FINANCIAL MANAGEMENT, INC
May 2006 – Apr 2015
WILMINGTON, DE
BLACKROCK CAPITAL MANAGEMENT, INC.
Oct 2004 – Jun 2006
WILMINGTON, DE
FLAGSHIP CAPITAL MANAGEMENT INC
Jun 2002 – Jan 2003
MEDIA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
Series 65
Series 66
Registration record
First registered · June 28, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WORTH FINANCIAL MANAGEMENT LLC
CRD 281672 · SEC 801-106999
AUM
$3M
Regulatory assets under management
Employees
6
1,827 client accounts
Services offered by WORTH FINANCIAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WORTH FINANCIAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael John Gambol offer?
Michael John Gambol specializes in Financial Planning, Investment Management. Contact their office in CHESTNUT HILL (PHILADELPHIA), Pennsylvania for a consultation.
What are Michael John Gambol's credentials?
Michael John Gambol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Gambol located?
Michael John Gambol is based in CHESTNUT HILL (PHILADELPHIA), Pennsylvania, working with WORTH FINANCIAL MANAGEMENT LLC. Their office serves clients in the CHESTNUT HILL (PHILADELPHIA) metropolitan area and surrounding communities.
How does Michael John Gambol charge for services?
Michael John Gambol's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORTH FINANCIAL MANAGEMENT LLC?
WORTH FINANCIAL MANAGEMENT LLC has approximately 6 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WORTH FINANCIAL MANAGEMENT LLC

David Paul Wieder
CHESTNUT HILL (PHILADELPHIA), PA

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