Dauble+worthington Equity Portfolios

Dauble+worthington Equity Portfolios (CRD# 148530) is a financial advisory firm headquartered in , . They manage $9,290,649 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $152,306
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Dauble+worthington Equity Portfolios
Showing 1 - 3 of 3 top financial advisors.
1
Jon A. Dauble
CRD#: 1412416
Evansville, IN

Jon Dauble (CRD# 1412416) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 38 years of experience in the finance industry.

2
Jackie K. Overstreet
CRD#: 1095576
Evansville, IN

Jackie Overstreet (CRD# 1095576) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 41 years of experience in the finance industry.

3
John A. Worthington
CRD#: 5485918
135 Locust Street, Evansville, IN 47708

John Worthington (CRD# 5485918) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 7 years of experience in the finance industry.

 

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