Worth Financial Group Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 13478
- SEC number
- 801-135680
- Firm type
- RIA
- Assets under management
- $122.8M as of Apr 21, 2026
- Website
- www.worthfinancialgroup.com ↗
- Phone
- (469) 916-4287
- Address
- 16660 Dallas Parkway, Dallas, TX, 75248-2612
Advisors at this firm
12 in our index · page 1 of 1
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Carter William AikenCRD 8164045 · Dallas, TXBroker
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Michael Bruce DigiacintoCRD 4292513 · Colorado Springs, COIA RegisteredBroker
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Kevin Russell GarmanCRD 1959778 · Weatherford, TXBroker
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Lisa Lee GesinCRD 4081195 · Dallas, TXIA RegisteredBroker
-
Daniel Martin GesinCRD 7111592 · Dallas, TXIA RegisteredBroker
-
Anthony Ryan MorrisCRD 2849581 · Dallas, TXBroker
-
Michelle Lee SmithCRD 2553680 · Dallas, TXBroker
-
Sheree Darlene StacyCRD 433072 · Rowlett, TXIA RegisteredBroker
-
Daniel William StaudacherCRD 2878221 · Lantana, TXBroker
-
Robert Miles TaborCRD 3150280 · Austin, TXIA Registered
-
Marlan Wayne VanveldhuizenCRD 854391 · San Antonio, TXBroker
-
Robert Earl WirthCRD 811180 · Dallas, TXIA RegisteredBrokerDisclosure event(s) on record
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 13478 ↗
FINRA BrokerCheck record for firm CRD 13478 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.