Robert WirthCRD Number: 811180
Current Firm: Worth Financial Group Inc.
Robert Wirth (CRD# 811180) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 29 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||Jan 2017 - Current||5|
|Retirement Plan.com, LLC||Addison, TX||Dec 2013 - Current||9|
|Sws Financial Services||Dallas, TX||Jan 1990 - May 2015||25|
|Pension Analysis Bureau,inc||Dallas, TX||Jun 1987 - Dec 2013||26|
|Planning Associates Of Dallas||Richardson, TX||Sep 1981 - Dec 2013||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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