Worth Financial Group Inc.

Worth Financial Group Inc. (CRD# 13478) is a financial advisory firm headquartered in Dallas, TX. They manage $12,090,416 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $120,904
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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 - 7 of 7 top financial advisors.
1
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 16 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
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 9 years of experience in the finance industry.

4
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 34 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

7
James W. Clark
CRD#: 1225726
16660 Dallas Parkway Suite 2200, Dallas, TX 75248
63
Wealthminder
score

James Clark (CRD# 1225726) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 24 years of experience in the finance industry.

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