Patricia A. Stallworth
Professional summary
Patricia Ann Stallworth, CFP®, who also goes by Patricia Ann Powe, Patricia Stallworth, is a registered financial advisor currently at MAINSTREET FINANCIAL PLANNING, INC. located in Irvine, California.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Patricia has worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Stallworth's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
April 24, 2026 - Present
MAINSTREET FINANCIAL PLANNING, INC.
August 28, 2023 - April 7, 2025
ELLEVEST
February 9, 2023 - March 23, 2026
PS WORTH, LLC
June 1, 2021 - January 3, 2023
FACET
February 18, 2020 - May 18, 2021
EWORTH ADVISORS
July 27, 2004 - June 12, 2012
PS WORTH, LLC
November 22, 2000 - December 18, 2001
EQUITABLE ADVISORS, LLC
October 4, 1995 - May 22, 1996
ALLSTATE FINANCIAL SERVICES, LLC
March 2, 1995 - September 5, 1995
KMS FINANCIAL SERVICES, INC.
October 7, 1994 - January 24, 1995
IDS LIFE INSURANCE COMPANY
October 7, 1994 - January 24, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
April 8, 1994 - April 28, 1994
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/24/2026)
(4/27/2026)
(4/24/2026)
(4/24/2026)
(4/24/2026)
Exams
Current Firm
MAINSTREET FINANCIAL PLANNING, INC.
CRD#: 123189 / SEC#:
Contact information
Red Flags
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