Carrie Worcester Della Flora
Professional Summary
Carrie Worcester Della Flora, who also goes by Carrie Worcester Dellaflora, Carrie Worcester Thorne, is a registered financial advisor currently at RFS PARTNERS located in Denver, Colorado. Carrie is registered as a RR (Registered Representative) and started their career in finance in 2000. Carrie has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Carrie Worcester Dellaflora, Carrie Worcester Thorne
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
RFS PARTNERS
Contact Information
Main Address
1401 Lawrence Street Suite 1550, Denver, CO 80202-1805Mailing Address
1401 Lawrences Street Suite 2550, Denver, CO 80202-1805Phone Number
(415) 378-5100Established
California since 07/31/1985Firm Type
PartnershipFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/29/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Carrie Worcester Della Flora's CRS (Customer Relationship Summary).
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