Worth Financial Group Inc.

Worth Financial Group Inc. (CRD# 13478) is a financial advisory firm headquartered in Dallas, TX. They manage $4,368,054 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $101,583
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Worth Financial Group Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael B. Digiacinto
CRD#: 4292513
16660 Dallas Parkway, Suite 2200, Dallas, TX 75248
96
Wealthminder
score

Michael Digiacinto (CRD# 4292513) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

2
Lisa L. Gesin
CRD#: 4081195
16660 Dallas Parkway Suite 2200, Dallas, TX 75248
93
Wealthminder
score

Lisa Gesin (CRD# 4081195) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 18 years of experience in the finance industry.

3
Sheree D. Stacy
CRD#: 433072
16660 Dallas Parkway, Suite 2200, Dallas, TX 75248
93
Wealthminder
score

Sheree Stacy (CRD# 433072) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 25 years of experience in the finance industry.

4
Lonnie Thibodeaux
CRD#: 5308198
16660 Dallas Parkway, Suite 2200, Dallas, TX 75248
93
Wealthminder
score

Lonnie Thibodeaux (CRD# 5308198) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 11 years of experience in the finance industry.

5
James W. Bell
CRD#: 824244
4 Spyglass Ct, Trophy Club, TX 76262
83
Wealthminder
score

James Bell (CRD# 824244) is an Investment Advisor Representative working at Worth Financial Group Inc. in Trophy Club, TX and has over 36 years of experience in the finance industry.

6
Christian A. Paul
CRD#: 4325429
Rowlett, TX
81
Wealthminder
score

Christian Paul (CRD# 4325429) is an Investment Advisor Representative working at Worth Financial Group Inc. in Rowlett, TX and has over 17 years of experience in the finance industry.

7
Frederick E. Mowery
CRD#: 1246802
206 S Kentucky Suite 201, Mckinney, TX 75069
73
Wealthminder
score

Frederick Mowery (CRD# 1246802) is an Investment Advisor Representative working at Worth Financial Group Inc. in Mckinney, TX and has over 33 years of experience in the finance industry.

8
James W. Clark
CRD#: 1225726
12160 Abrams Rd Ste 509, Dallas, TX 75243
63
Wealthminder
score

James Clark (CRD# 1225726) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

9
Robert E. Wirth
CRD#: 811180
16660 Dallas Parkway, Suite 2200, Dallas, TX 75248
48
Wealthminder
score

Robert Wirth (CRD# 811180) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.