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Donald P Worthington

NATIONAL PENN CAPITAL ADVISORS, INC.·DOYLESTOWN, Pennsylvania
Clean recordNATIONAL PENN CAPITAL ADVISORS, INC.
95 NORTH BROAD ST, DOYLESTOWN, PA 18901CRD# 4411890Firm CRD# 112477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald P Worthington · DOYLESTOWN, PA
Registration
CRD #4411890 · NATIONAL PENN CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald P Worthington is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with NATIONAL PENN CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NATIONAL PENN CAPITAL ADVISORS, INC.
NATIONAL PENN CAPITAL ADVISORS
AUM
$1.0B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NATIONAL PENN CAPITAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Commissions
Other: MUTUAL FUND 12B-1 FEES
Regulatory
SEC/IARD CRD# 4411890
Firm CRD# 112477
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald P Worthington offer?
Donald P Worthington specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.
What are Donald P Worthington's credentials?
Donald P Worthington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald P Worthington located?
Donald P Worthington is based in DOYLESTOWN, Pennsylvania, working with NATIONAL PENN CAPITAL ADVISORS, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.
How does Donald P Worthington charge for services?
Donald P Worthington's firm is compensated through percentage of aum, commissions, other: mutual fund 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL PENN CAPITAL ADVISORS, INC.?
NATIONAL PENN CAPITAL ADVISORS, INC. has approximately 7 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NATIONAL PENN CAPITAL ADVISORS, INC.

Gary Rhoads
DOYLESTOWN, PA

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