Daniel Martin Gesin

Worth Financial Group INC.

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Worth Financial Group INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

4 clients

Average Client Portfolio

$757K average

Assets Under Management

$3.0M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Minimum Annual Fee:$500

Location

16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Daniel is involved in facilities management for Amazon, a non-investment related activity. This takes nearly full-time, with 19 hours occurring during trading hours.

Employment History

Current Registrations

Worth Financial Group INC.

March 2021 - Present · 4 yrs 11 mos

Worth Financial Group INC.Broker

January 2021 - Present · 5 yrs 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.