CL
Christina L Worley
CRD 2417412
Certified Financial Planner
Personal Financial Specialist
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Castle Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Elise M Besthoff Charitable Foundation Inc | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Castle Wealth Management Llc
Managing Member/Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗