Brian
Worley

The Martin Worley Group

CRD#2649692
Investment Advisor
in Midvale, UT

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About this Advisor

Brian Worley is a certified financial planner working in Midvale, Utah with a total of 9 years of relevant experience. Worley works at The Martin Worley Group. Worley has gained experience at Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Worley has a Series 63 license, designating them as a securities agent, and is registered to work in Oregon, Texas and Utah. The Martin Worley Group is a registered investment firm operating out of Midvale, UT. The company has just five people on staff. It administers $260 million in assets across its 816 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 816 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by The Martin Worley Group can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6965 Union Park Center Suite 420
Midvale, UT 84047

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The Martin Worley Group Brokerage Details

Total Assets Under Management

$260,273,013

UT Average: $693,624,108
Total Number of Employees

5

UT Average: 12
Total Number of Accounts

816

UT Average: 1,115
Average Account Size

$318,962

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Brian Worley Work History

Brian has been registered as a financial advisor for 9 years.*

2008 - Present (16 years)

Cambridge Investment Research Advisors, Inc

2008 - Present (16 years)

Cambridge Investment Research, Inc

*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 Brian 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 Martin Worley Group

Shandon Johnson
Midvale, UT
Terra Thurgood
Midvale, UT
Barry Watson
Midvale, UT
Brian Worley
Midvale, UT
Jack Griffin
Lake Oswego, OR

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.

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