Robert Wirth, financial advisor Dallas TX

Robert Wirth

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Robert E. Wirth
Phone Number: (469) 916-4287
Registered State(s):
  • 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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