Phillip Andrew Worley
Professional Summary
Phillip Andrew Worley, who also goes by Andrew Worley, is a registered financial advisor currently at WORTHWHILE WEALTH COUNCIL located in Johnson City, Tennessee and WORTHWHILE WEALTH located in Johnson City, Tennessee. Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Phillip has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew Worley
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Videos & Posts
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Contact Information
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Disclosures on record.
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.
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CARRIER & MAURICE INVESTMENT ADVISORS | WORTHWHILE WEALTH COUNCIL | WEALTHWISE, INC. | WEALTH WISE, INC. | CARRIER, MAURICE & WEBB WEALTH ADVISORS
Contact Information
Main Address
508 Princeton Rd Suite 301, Johnson City, TN 37601Phone Number
(423) 610-0099# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
376AUM (Assets Under Management)
$74,204,733Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(8/3/2022)
(7/19/2022)
(7/20/2022)
(7/19/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Phillip Andrew Worley's CRS (Customer Relationship Summary).
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