TrueAdvisor
TrueAdvisor
TW
CFP
TW
CFP

Thomas Clarkson Worth

Org Partners
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Org Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

2318 Crescent Ave, Charlotte, NC, 28207

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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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Employment History
Current Registrations
Org Partners
February 2025 - Present · 1 yr
Previous Registrations
Defender Capital
October 2014 - February 2025 · 10 yrs 4 mos
NFP Securities, INC.
April 2005 - February 2008 · 2 yrs 10 mos
Wachovia Securities, INC.
December 2001 - May 2003 · 1 yr 5 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.