Robert Worrell
Robert Worrell is a registered investment advisor at Worrell Advisory Services, based in Branford, CT, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 49 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worrell Advisory Services uses Goldman Sachs Custody Solutions and Altruist Financial LLC for investment management. The annual fee ranges from 0.25% to 2.00% of the account's assets. Worrell Advisory Services receives between 0.00% and 1.75% of this total fee, which will be detailed in your agreement. Fees are paid monthly in arrears, based on the average daily balance of your accounts.
Location
202 S. Montowese Street, Suite 4, Branford, CT, 06405
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Employment Separation After Allegations
January 2016Other Business ActivitiesSells Insurance
Robert is an independent insurance agent since 1998, offering insurance products and services, dedicating about 10% of his time. He is also a member of St. Clare Church Finance Council since 2000, assisting with budgeting and financial issues, requiring minimal time.
Employment History
Current Registrations
Worrell Advisory Services
Previous Registrations
Sowell Management Services
Source Capital Group, INC.
Source Capital Group, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Investors Capital Advisory
Investors Capital CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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.