Christina L. Worley
Professional summary
Christina L Worley, CFP®, who also goes by Christina Worley, is a registered financial advisor currently at CASTLE WEALTH MANAGEMENT located in Boynton Beach, Florida.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Christina has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christina L Worley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
November 17, 1997 - Present
CASTLE WEALTH MANAGEMENT
Office #1: 1880 N Congress Ave Suite 302, Boynton Beach, FL 33426Primary Firm SEC Registration
CASTLE WEALTH MANAGEMENT
CRD#: 118364 / SEC#: 801-60871
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/17/1997)
(2/1/2021)
Exams
Series 2
Date: 10/14/1993
Non-Member General Securities ExaminationCurrent Firm
CASTLE WEALTH MANAGEMENT
CRD#: 118364 / SEC#: 801-60871
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 812 |
| AUM (Assets Under Management) | $ 371,943,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/02/2025 | ||
| 01/18/2024 | ||
| 10/28/2022 |
Red Flags
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Company Information
CASTLE WEALTH MANAGEMENT
CRD#: 118364Boynton Beach, FL 33426TRUST BUT VERIFY
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