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Worth Financial Group Inc.

Headquartered in DALLAS, TX

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Firm Information

Worth Financial Group Inc. is a Corporation formed in 1983. The firm provides investment advice and portfolio management services to individuals. They have 9 licensed agents and 5 investment adviser representatives, with a total of 11 registered representatives. The firm manages approximately $3,027,573 in assets for 4 clients, all of whom are individuals. The firm is registered with the SEC and in 22 states.

Worth Financial Group Inc.

$3.03M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

WORTH FINANCIAL GROUP INC. has a total of 5 branch locations across the country.
location

Dallas, TX

location

Colorado Springs, CO

location

DALLAS, TX

location

Rowlett, TX

location

SAN ANTONIO, TX

Advisors at Worth Financial Group Inc.

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Unclaimed
Michael Bruce Digiacinto

CFC®, RA

DALLAS, TX

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Daniel Martin Gesin

RA

DALLAS, TX

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Marlan Wayne Vanveldhuizen

SAN ANTONIO, TX

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Unclaimed
Anthony Ryan Morris

Dallas, TX

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Unclaimed
Lisa Lee Gesin

RA

DALLAS, TX

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Unclaimed
Sheree Darlene Stacy

RA

DALLAS, TX

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Robert Earl Wirth

RA

DALLAS, TX

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Michelle Lee Smith

Dallas, TX

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Disclosures

There are 2 public disclosures for Worth Financial Group Inc.. Review regulatory record here.

Frequently Asked Questions (10)

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