Worth Asset Management

Worth Asset Management (CRD# 166970) is a financial advisory firm headquartered in Dallas, TX. They manage $274,476,356 in 368 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $745,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Worth Asset Management
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey M. Burandt
CRD#: 2504191
Prosper, TX

Jeffrey Burandt (CRD# 2504191) is an Investment Advisor Representative working at Worth Asset Management in Prosper, TX and has over 29 years of experience in the finance industry.

2
James W. Clark
CRD#: 1225726
16660 Dallas Parkway Suite 1000, Dallas, TX 75248

James Clark (CRD# 1225726) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 32 years of experience in the finance industry.

3
Joseph A. Dowdall
CRD#: 4974823
16660 Dallas Parkway Suite 1000, Dallas, TX 75248

Joseph Dowdall (CRD# 4974823) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 18 years of experience in the finance industry.

4
Philip J. Floyd
CRD#: 4356937
16660 Dallas Parkway Suite 1000, Dallas, TX 75248

Philip Floyd (CRD# 4356937) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 22 years of experience in the finance industry.

5
John D. Hale
CRD#: 5007306
417 W Main St, Waxahachie, TX 75165

John Hale (CRD# 5007306) is an Investment Advisor Representative working at Worth Asset Management in Waxahachie, TX and has over 18 years of experience in the finance industry.

6
Beth A. Johnson
CRD#: 5449450
16660 Dallas Parkway, Suite 1000, Dallas, TX 75248

Beth Johnson (CRD# 5449450) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 16 years of experience in the finance industry.

7
Alton B. Thompson
CRD#: 7065036
3232 Camden Bluff Rd, Frisco, TX 75034

Alton Thompson (CRD# 7065036) is an Investment Advisor Representative working at Worth Asset Management in Frisco, TX and has over 5 years of experience in the finance industry.

8
Natalie M. Floyd
CRD#: 4228736
Carrollton, TX

Natalie Floyd (CRD# 4228736) is an Investment Advisor Representative working at Worth Asset Management in Carrollton, TX and has 1 year of experience in the finance industry.

9
James F. Stewart
CRD#: 2634424
16660 Dallas Parkway, Suite 1000, Dallas, TX 75248

James Stewart (CRD# 2634424) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 26 years of experience in the finance industry.

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