Worth Asset Management
Worth Asset Management (CRD# 166970) is a financial advisory firm headquartered in Dallas, TX. They manage $247,254,641 in 290 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management247MILLION
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Total Number of Accounts290ACCOUNTS
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Average Account Value$852,602
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, TX
Jeffrey Burandt (CRD# 2504191) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 28 years of experience in the finance industry. Jeffrey Burandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Clark (CRD# 1225726) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 31 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 17 years of experience in the finance industry. Joseph Dowdall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Philip Floyd (CRD# 4356937) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 21 years of experience in the finance industry. Philip Floyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Hale (CRD# 5007306) is an Investment Advisor Representative working at Worth Asset Management in Waxahachie, TX and has over 17 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 14 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 4 years 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 25 years of experience in the finance industry.