Unclaimed Profile

William David Worley

RETIREMENT ASSET ADVISORY INC·ARLINGTON, Texas

Series 6, Series 7, Series 63Clean record29 years registeredRETIREMENT ASSET ADVISORY INC

5840 INTERSTATE 20 WEST, ARLINGTON, TX 76017CRD# 1644925Firm CRD# 109161

Profile Verification

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

Identity

William David Worley · ARLINGTON, TX

Registration

CRD #1644925 · RETIREMENT ASSET ADVISORY INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREMENT ASSET ADVISORY INC

INTELLICENTS INVESTMENT SOLUTIONS INC

Mar 2019 – Sep 2019

ARLINGTON, TX

RETIREMENT ASSET ADVISORY

Oct 1996 – Aug 2019

KENNEDALE, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · October 30, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT ASSET ADVISORY INC

CRD 109161 · SEC 801-55311

AUM

$174M

Regulatory assets under management

Employees

88 client accounts

Services offered by RETIREMENT ASSET ADVISORY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT ASSET ADVISORY INC →

Introduction

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Frequently Asked Questions

What services does William David Worley offer?

William David Worley specializes in Financial Planning, Investment Management.

What are William David Worley's credentials?

William David Worley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William David Worley located?

William David Worley is based in ARLINGTON, Texas, last registered with RETIREMENT ASSET ADVISORY INC.

How does William David Worley charge for services?

William David 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 RETIREMENT ASSET ADVISORY INC?

RETIREMENT ASSET ADVISORY INC has approximately 2 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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