Anthony G. Ferreira

WORTHPOINTE

San Diego, CA 92121

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CRD#: 4586955

Professional summary

Anthony George Ferreira, CFP® is a registered financial advisor currently at WORTHPOINTE located in San Diego, California.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony George Ferreira's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 11, 2008 - Present

WORTHPOINTE

Office #1: 4445 Eastgate Mall Suite 200, San Diego, CA 92121

RIA

CRD#: 143996

San Diego, CA

Past

November 12, 2003 - December 31, 2013

TROVENA, LLC.

RIA

CRD#: 120232

SAN DIEGO, CA

Past

July 16, 2003 - October 17, 2003

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

September 17, 2002 - October 7, 2002

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/11/2008)

IAR

Texas
(9/18/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/16/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 Approved)

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Contact information

Main Address

Ramona, CA

Mailing Address

888 Prospect Street Suite 200, La Jolla, CA 92037

Phone number

(800) 620-4232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WORTPOINTE LLC FORM ADV PART 2 BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,428
AUM (Assets Under Management)	$ 885,560,603

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Anthony G. Ferreira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony George Ferreira's CRS (Customer Relationship Summary).

Certified licenses

Experience

TROVENA, LLC.

QA3 FINANCIAL CORP.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WORTHPOINTE

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2003

Series 63

Date: 9/20/2002

Series 6

Date: 9/16/2002

Current Firm

WORTHPOINTE

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTHPOINTE

TRUST BUT VERIFY

Contact information

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