Stephen
Duckett
Worth Advisors
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About this Advisor
Stephen Duckett is a financial advisor working out of Charlotte, North Carolina with 3 years of relevant experience. Duckett is an advisor for Worth Advisors. The advisor has gained experience at Wells Fargo Clearing Services, LLC, Tristate Medical Finance, Partner Lab Services, Ubs Financial, Zycron Inc, City Of Memphis, Red Deluxe, Wells Fargo Advisors, Worth Financial Insurance Services LLC and Worth Financial Advisory Group, LLC Dba Worth Advisors. Duckett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. Worth Advisors is a business based out of Charlotte, NC. It has offices in three locations and a total of 13 financial advisors. It oversees $139 million in assets among its 1,080 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,080 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Worth Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely vary depending on which service is offered. However, fees billed by Worth Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Worth Advisors Brokerage Details
$139,117,117
13
1,080
$128,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Duckett Work History
Stephen has been registered as a financial advisor for 3 years.*
Worth Financial Insurance Services LLC
Worth Financial Advisory Group, LLC Dba Worth Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Tristate Medical Finance
Partner Lab Services
Ubs Financial
Zycron Inc
City Of Memphis
Red Deluxe
*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 Stephen Duckett 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 Worth Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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