Lisa Gesin, financial advisor Dallas TX

Lisa Gesin

CRD Number: 4081195
Current Firm: Worth Financial Group Inc.

Lisa Gesin (CRD# 4081195) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Worth Financial Group, Inc. Dallas, TX Dec 2020 - Current 1
Gesin Consulting Dallas, TX Aug 2006 - Current 16
Worth Financial Group Inc. Dallas, TX Feb 2007 - Dec 2020 13
Community Development Associates Frisco, TX Nov 2017 - Nov 2019 2
Lone Star Pace Frisco, TX Nov 2017 - Nov 2019 2
Swbc Investment Services, LLC San Antonio, TX Nov 2011 - Aug 2017 5
Edi Financial, Inc. Irving, TX Feb 2016 - Oct 2016 < 1
Edi Investment Advisor Corp Irving, TX Feb 2016 - Oct 2016 < 1
Sunbelt Securities, Inc. Houston, TX Aug 2006 - Aug 2016 10
Lion Street Financial, LLC Dallas, TX Aug 2013 - Apr 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Lisa L. Gesin
Phone Number: (469) 916-4287
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $565,068
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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