Kevin
Worley
The Genwealth Group, Inc
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About this Advisor
Kevin Worley is a certified financial planner based in Maplewood, New Jersey with a total of 1 year of industry experience. Worley is an employee of The Genwealth Group, Inc. Throughout their career, they have worked at The Genwealth Group, Inc, City Center, The Sting, The Honeymooners, Bandstand, Holiday Inn, Something Rotten, Dames At Sea, On The Town, Bullets Over Broadway and Cinderella. Worley can advise clients in New Jersey. The Genwealth Group, Inc is a financial advisory company operating out of Maplewood, NJ. It controls $355 million in assets between its 702 accounts, making it one of the bigger firms in the nation by assets under management. Of its 702 customer accounts, 45% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by The Genwealth Group, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Genwealth Group, Inc Brokerage Details
$355,167,796
7
702
$505,937
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Worley Work History
Kevin has been registered as a financial advisor for 1 years.*
The Genwealth Group, Inc
City Center
The Sting
The Honeymooners
Bandstand
Holiday Inn
Something Rotten
The Honeymooners
Dames At Sea
On The Town
Bullets Over Broadway
Cinderella
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Worley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Genwealth Group, Inc
Maplewood, NJ
Maplewood, NJ
Maplewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
