Worthpointe LLC

Worthpointe LLC, a California Limited Liability Company, is an approved SEC firm that has been providing advisory services to its 475 esteemed clients since its registration in 2007. With a team of 15 highly skilled employees, 11 of whom are competent advisors, Worthpointe LLC is commendable for sustaining its clients' financial growth and security through top-notch financial analysis.

• ALLISON BROOKE BLAKE

  CHIEF OPERATIONAL OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%

• ANTHONY GEORGE FERREIRA

  WEALTH MANAGER owns less than 5%

• BROOKSHER LEE MORGAN

  WEALTH MANAGER owns less than 5%

• CHARLES LARKIN STANLEY

  WEALTH MANAGER owns less than 5%

• JOHN HOWES CHAPMAN

  WEALTH MANAGER owns less than 5%

• KERMIT JOHNS

  WEALTH MANAGER owns more than 5% but less than 10%

• MATT GREGG ADDINGTON

  WEALTH MANAGER owns less than 5%

• MORGAN HOLTON SMITH

  WEALTH MANAGER owns more than 5% but less than 10%

• RICHARD DALE WILKINSON

  WEALTH MANAGER owns more than 5% but less than 10%

• SCOTT WILLIAM O'BRIEN

  WEALTH MANAGER owns less than 5%

• WORTHHOLD, INC

  HOLDING COMPANY owns more than 50% but less than 75%

• CHRISTOPHER PAUL VANSLYKE

  PRESIDENT owns 75% or more

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