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WORTHPOINTE, LLC
WORTHPOINTE, LLC
WORTHPOINTE
10 registered advisors
·
CRD# 143996
SEC# 801-67916
10
800-620-4232
01
Firm Overview
AUM
$758M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISER FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at WORTHPOINTE, LLC
10 registered advisors
Anthony George Ferreira
LA JOLLA, California
CRD# 4586955
Brooksher Lee Morgan
LA JOLLA, California
CRD# 6013756
Charles Larkin Stanley
LA JOLLA, California
CRD# 1805936
Douglas Guy Bolles
LA JOLLA, California
CRD# 7201481
John Howes Chapman
LA JOLLA, California
CRD# 5814089
Kermit Johns
LA JOLLA, California
CRD# 2949339
Matt Gregg Addington
LA JOLLA, California
CRD# 5110554
Morgan Holton Smith
LA JOLLA, California
CRD# 4620769
Richard Dale Wilkinson
LA JOLLA, California
CRD# 4141734
Scott William O'brien
LA JOLLA, California
CRD# 1236835
05
Office Locations
LA JOLLA, California
10 advisors
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Data sourced from SEC Form ADV filings. WORTHPOINTE, LLC (CRD# 143996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.