WC
WC

Worth Conner

14 Years of Experience
Ridgeland, MS
BrokerSells Insurance

Worth Conner is a registered investment advisor at Cetera Investment Advisers LLC, based in Ridgeland, MS, with 14 years of industry experience. Worth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1020 Highland Colony Pkwy, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Worth serves as an advisor for the Dawson County Board of Health and Dawson County United Way, dedicating minimal time to these activities. He also coaches/trains in annuity and life insurance sales, and is the executor of his father's estate, spending a few hours per week on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2017 - Present · 9 yrs 5 mos
Cetera Investment Services LLC
May 2015 - Present · 11 yrs 2 mos
Cetera Investment Services LLCBroker
May 2015 - Present · 11 yrs 2 mos
Previous Registrations
Cetera Investment Services LLCBroker
May 2013 - February 2014 · 9 mos
Morgan Keegan & Company, INC.Broker
June 2011 - March 2012 · 9 mos
Wells Fargo Advisors, LLCBroker
March 2009 - February 2011 · 1 yr 11 mos
State Registrations5 states
ALARILINMS
AdvisorBrokerBoth

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
No exam information available for this advisor.
Worth Conner - Financial Advisor | TrueAdvisor