JAMES LEWIS WORRELL is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with WELLTH ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 2024-06-28 | present | Yes |
| GLOBAL RETIREMENT PARTNERS LLC | 2019-04-02 | 2024-07-13 | — |
| KESTRA ADVISORY SERVICES, LLC | 2016-04-20 | 2019-04-01 | — |
| M HOLDINGS SECURITIES, INC. | 2006-04-11 | 2006-05-05 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2006-03-29 | 2016-09-22 | — |
| M HOLDINGS SECURITIES, INC. | 2002-08-23 | 2006-04-11 | — |