Kenneth Worley, CFP®
LPL Financial Advisor
Phone: (940) 687-0700
Email: kenneth.worley@lpl.com
I am a full-service LPL Financial Advisor with a CFP® certification in Wichita Falls, TX. On December 1, 2010, I chose to take the step of opening up my own practice after 10 years of experience which began with A.G. Edwards & Sons in January 2000. The combination of my years of experience as a corporate President & CFO coupled with my current profession as a LPL Financial Advisor, Helps make me skilled to assist investors of all types in the establishment of savings programs and personalized financial strategies.
Our new firm is focused on providing our clients with access to products and services that we feel are based upon THEIR needs & interests rather than our own. I have the privilege of being able to offer my clients access to the following services through LPL Financial, which are not always available with a single firm:
- Commission Based Investing
- Fee Based Investing
- Fee Only Investment Advice (Financial Plans & Investment Recommendations)
My conservative, value-oriented style of investing combined with my ability to communicate clearly, tends to inspire a solid relationship with my clients that is based upon both confidence & trust. I am to utilize investment strategies that make sense, I provide on-going financial advice to help assure that each client's financial goals are being addressed.
Business-owners and corporate executives should note that I strive to develop innovative retirement planning strategies for their organizations and assist with customized plan designs that are both tax-efficient and cost-effective.
As a CERTIFIED FINANCIAL PLANNERTM professional, I have knowledge in the areas of Wills & Trusts*, Insurance, Tax Planning, Estate Planning, Investments and Employee Benefits. If your situation requires special expertise in these areas, please give me a call.
If you are looking for sound financial advice that is based upon your personal best interests, I invite you to call today for an appointment. I think you will be pleasantly surprised with the experience.
Kenneth W. Worley is a 1975 Cum Laude graduate of Texas A&M University. He graduated with a MS Degree from The University of Texas at Dallas in 1983 with a focus on Operations Research and Management Systems. He became a CERTIFIED FINANCIAL PLANNERTM professional in 2009.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.