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).
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Total Assets Under Management274MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$745,860
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, LA, 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.
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.
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.
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.
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.
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.
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.
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.
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.