John
Hale
Worth Asset Management
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About this Advisor
John Hale is a financial advisor based in Waxahachie, Texas, working with Worth Asset Management. John has previously held positions at The Hale Law Firm, P.C, Hale Brokerage, LLC, and Worth Asset Management. John has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, John is part of Worth Asset Management, which operates out of Waxahachie, Texas. The firm has 10 employees and manages assets totaling $274.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Worth Asset Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Worth Asset Management Brokerage Details
$274,476,356
10
368
$745,860
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
John Hale Work History
Worth Asset Management
Hale Brokerage, LLC
The Hale Law Firm, P.C
Disclosures
Please visit the SEC profile of John Hale 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 Asset Management
Dallas, TX
Carrollton, TX
Dallas, TX
Dallas, TX
Frisco, TX
Dallas, TX
Prosper, TX
Waxahachie, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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