Lisa GesinCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management1MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$565,068
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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