Unclaimed Profile

Brian Andrew Worley

THE MARTIN WORLEY GROUP·COTTONWOOD HEIGHTS, Utah

Series 6, Series 7, Series 24, Series 53, Series 63Clean record20 years registeredTHE MARTIN WORLEY GROUP

6965 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 2649692Firm CRD# 169006

Profile Verification

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

Identity

Brian Andrew Worley · COTTONWOOD HEIGHTS, UT

Registration

CRD #2649692 · THE MARTIN WORLEY GROUP · 20 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2025 – present

THE MARTIN WORLEY GROUP

Apr 2014 – Oct 2025

COTTONWOOD HEIGHTS, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2008 – Apr 2014

MIDVALE, UT

FINANCIAL NETWORK INVESTMENT CORPORATION

Feb 2006 – Jul 2008

MIDVALE, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · February 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARTIN WORLEY GROUP

CRD 169006 · SEC 801-79164

AUM

$313M

Regulatory assets under management

Employees

862 client accounts

Services offered by THE MARTIN WORLEY GROUP

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 THE MARTIN WORLEY GROUP →

Introduction

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Frequently Asked Questions

What services does Brian Andrew Worley offer?

Brian Andrew Worley specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.

What are Brian Andrew Worley's credentials?

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

Where is Brian Andrew Worley located?

Brian Andrew Worley is based in COTTONWOOD HEIGHTS, Utah, working with THE MARTIN WORLEY GROUP. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.

How does Brian Andrew Worley charge for services?

Brian Andrew 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 THE MARTIN WORLEY GROUP?

THE MARTIN WORLEY GROUP has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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