The Worley Banks Group, LLC
The Worley Banks Group, LLC (CRD# 306890) is a financial advisory firm headquartered in Creve Coeur, MO. They manage $142,713,923 in 768 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
The Worley Banks Group, LLC
By the Numbers
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Total Assets Under Management143MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$185,825
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, MO, TX
Financial Advisors at The Worley Banks Group, LLC
1
Timothy Banks (CRD# 4497630) is an Investment Advisor Representative working at The Worley Banks Group, LLC in Creve Coeur, MO and has over 22 years of experience in the finance industry.
2
Matthew Shepard (CRD# 7490175) is an Investment Advisor Representative working at The Worley Banks Group, LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.
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