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Michelle Lee Smith

Worth Financial Group Inc.

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About Michelle Lee Smith

Michelle Lee Smith is a registered representative with Worth Financial Group Inc. in Dallas, Texas. Michelle has been in the securities industry since 1996 and has experience in the investment company products and variable contracts space. Michelle is also a Series 63 and SIE licensed advisor. Previously, Michelle worked at OXFORD FINANCIAL GROUP and RUSHMORE SECURITIES CORPORATION.

Firm Information

Michelle Smith is currently registered with Worth Financial Group Inc.. 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.

$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.

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Michelle Smith’s Registration & Firm History

TX

05/12/2006 - Present

Worth Financial Group Inc. (Dallas TX)

TX

10/11/2000 - 07/14/2004

OXFORD FINANCIAL GROUP (HOUSTON TX)

TX

02/22/1995 - 10/11/2000

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

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Licenses & Designations

BC

Issued 01/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Lee Smith.
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