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President/owner/cco · Worth Financial Group Inc.

Lisa Lee Gesin

CRD 4081195 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Worth Financial Group Inc., an SEC-registered broker-dealer firm based in Dallas, TX with $138 million in regulatory assets, lists Lisa Lee Gesin on its Form ADV as President/owner/cco, a control person. The SEC filings also name Lisa at 1 other registered adviser.

Firms and roles

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.