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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2002
- Office Locations
- 1
Office Locations
About Worthwhile Wealth Council
Worthwhile Wealth Council is a Johnson City, TN RIA providing financial and wealth planning alongside discretionary portfolio management. The team supports individuals and families including retirees, business owners, entrepreneurs, and physicians, with tax and estate planning, retirement plan guidance, and insurance planning as part of the advice. Portfolios commonly use public funds and ETFs with active management and SRI themes, and custody includes Charles Schwab.
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Owner & Executives
LOIS ANN CARRIER
Certified Financial Planner, Chief Executive Officer, President
- CRD
- #1904279
- Ownership
- 25% but less than 50%
DAVID LEE MAURICE
Certified Financial Planner, Chief Compliance Officer, Chief Investment Officer, VICE PRESIDENT
- CRD
- #2120949
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Phillip Andrew Worley
Chief Compliance Officer, Supervisor
- CRD
- #7565910
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,910,474 | -- |
| Non-Discretionary | $294,259 | -- |
| Total | $74,204,733 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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