Kerry Worden is a registered investment advisor at Equity Advisors, LLC, based in Zepher Cove, NV, with 4 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.
Location
Zepher Cove, NV
Get directionsHistory
Regulatory History (2)
Criminal
November 1987Criminal
March 1980Other Business Activities
Kerry owns KA Worden Inc DBA American Mortgage Management and is an independent contractor for C2 Financial Corporation, both mortgage brokerages. Kerry also works as a tax deferral consultant for Tax Strategies Marketing, dedicating minimal time to this role.
Employment History
Current Registrations
Equity Advisors, LLC
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.