Edward Worrell is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Griffin, GA, with 43 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
122 W College St, Griffin, GA, 30224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward owns rental properties in Griffin and Fayetteville, Georgia, and is the landlord. He also has power of attorney and is a co-trustee for his mother's trust, spending minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
Ids Marketing CorporationBroker
First American National Securities, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Eric Worrell, CFPWells Fargo Advisors
- Kevin Lennon, CFPWells Fargo Advisors
- Raymond Branton, CFPLifetime Strategies, LLC
- Jonathan Swatts, CFPEdward Jones