David Worcester (CRD# 1295942) is an Investment Advisor Representative working at Aspire Advisory Services in Lodi, CA and has over 36 years of experience in the finance industry. David Worcester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6196475
Eagle Strategies LLC
CRD# 6109374
Commonwealth Financial Network
CRD# 4726515
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspire Advisory Services | Lodi, CA | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
- CA
-
Total Assets Under Management54MILLIONS
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Total Number of Accounts75ACCOUNTS
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Average Account Value$723,733
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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