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Worth Financial Group Inc.

Updated today

Client AUM

$137,904,962

Clients

58

Advisors

5

across 4 offices

About

Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm is registered as an investment adviser and reports managing roughly $137.9 million in client assets, with all accounts managed on a discretionary basis.

The firm’s investment process emphasizes cyclical security analysis and draws on charting, fundamental and technical methods, using research from in-house and external sources such as financial publications, rating services, and SEC filings. Worth tailors portfolios through client intake questionnaires and conducts periodic reviews to confirm that holdings remain aligned with each client’s stated objectives and risk tolerance.

Operationally, Worth is also a fully disclosed originating broker‑dealer and operates an insurance agency, forwarding trades to clearing firms (National Financial Services and Charles Schwab) and selling securities and insurance products on a commission basis. These integrated activities are accompanied by related practices disclosed in the brochure — some associates earn commission income as registered representatives, the firm receives certain software/support benefits from custodians, it is deemed to have custody due to direct fee debits, it does not aggregate trades, and it leaves proxy voting to clients — all of which can affect how recommendations and trade execution are handled.

Client services

Portfolio management

Expertise

Wealth management

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Fee options

Commissions

Securities and insurance products sold on commission basis through affiliated broker-dealer activities

Other

Account minimum: $25,000 (may be aggregated among common ownership accounts; minimum may be waived or adjusted at Worth's sole discretion) Minimum fee: $500-$600 per year ($41.67-$50 per month) Fee-only: Fees charged on an annualized basis as a percentage of assets under management, negotiated between client and advisor, not to exceed 2.0% annually (typical range 0.40% to 1.00%)

Main office

See office

16660 Dallas Parkway Suite 2200

Dallas TX 75248

Advisors at this office

3

Most active in

Texas

Also doing business as

Accredited Investors Co. · Bradford Glass Investment Corporation · Bradford/Glass & Co. · John Duell Glass Iii · Promark Securities, Inc. · Worth Financial Group Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael D

ChFC®, Series 63, Series 66

McKinney, TX

Worth Financial Group Inc.

Michael Digiacinto is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. He has been with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. Outside of his advisory work, he is also a licensed CPA and an independent agent involved in the marketing and sales of traditional insurance products. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, integrating fundamental, technical, and charting methods to tailor portfolios based on client risk tolerance and objectives.

Wealth management
user avatar

Sheree S

Series 63, Series 65

Rowlett, TX

Worth Financial Group Inc.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

Wealth management
user avatar

Robert T

Series 63

Austin, TX

Worth Financial Group Inc.

Robert Tabor is a financial advisor at Worth Financial Group Inc. in Austin, TX, holding a Series 63 designation and bringing 27 years of industry experience. His prior work includes a long tenure at Richard P Slaughter Associates from 1998 to 2025 before joining Worth Financial Group. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that integrates charting, fundamental, and technical methods, tailoring portfolios based on client objectives and risk tolerance.

Wealth management
user avatar

Lisa G

Series 63, Series 65

Dallas, TX

Worth Financial Group Inc.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Worth Financial Group since 2007, with additional experience at Lone Star Pace, Community Development Associates, SWBC Investment Services, and Chase Investment Services. She also operates Gesin Consulting, providing compliance and supervision services for broker-dealer and investment advisory firms. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm’s investment approach integrates cyclical security analysis with fundamental and technical methods, using research from in-house and external sources, and customizes portfolios based on client objectives and risk tolerance.

Wealth management
user avatar

Robert W

Series 63, Series 65

Dallas, TX

Worth Financial Group Inc.

Robert Wirth is a financial advisor at Worth Financial Group Inc. in Dallas, TX, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Momentum Independent Network Inc. for 25 years. In addition to his advisory role, Wirth owns Retirement Plan.com, LLC, which administers retirement plans, and is involved in marketing and sales of life, health, and disability insurance. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, incorporating charting, fundamental, and technical methods, and customizes portfolios based on client objectives and risk tolerance.

Wealth management
user avatar

Daniel G

Series 66

Dallas, TX

Worth Financial Group Inc.

Daniel Gesin is a financial advisor at Worth Financial Group Inc. in Dallas, TX, holding a Series 66 credential with five years of industry experience. Prior to his advisory role, he founded Gesin Consulting, where he worked for 14 years, and he currently has a non-investment role managing facilities at Amazon. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing cyclical security analysis and a blend of charting, fundamental, and technical research. The firm customizes portfolios based on client objectives and risk tolerance and manages approximately $137.9 million in client assets.

Wealth management
View complete list of advisors at this firm
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