Dallas, TX Dallas Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Worth Financial Group Inc.
Team
Firm-wide stats for Worth Financial Group Inc.
Clients per advisor
12 Very LowAvg AUM per client
$2,377,672 Very HighHNW client ratio
71% Very HighAbout
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.
Based on Worth Financial Group Inc.
Location
16660 Dallas Parkway Suite 2200
Dallas TX 75248
Advisors at this office
3
Advisors at this office
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.
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.
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.
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