Harold Gregory Goodlett
Investment adviser representative at Worth Advisors
14 yearsExperience
1 stateRegistered in
$280.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Worth AdvisorsJan 2013 to now
- Worth Financial Advisory GroupNov 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Worth Advisors
Legal name: Worth Financial Advisory Group, LLC
$280.7MAssets managed
451Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1947269
- Firm CRD
- 156564