Lisa Lee Gesin
Investment adviser representative at Worth Financial Group Inc.
20 yearsExperience
4 statesRegistered in
$137.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Worth Financial Group, Inc.Feb 2007 to now
- Gesin ConsultingAug 2006 to now
- Community Development AssociatesNov 2017 to Nov 2019
- Lone Star PaceNov 2017 to Nov 2019
- Swbc Investment Services, LLCNov 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, NM, TX).
Worth Financial Group Inc.
$137.9MAssets managed
58Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4081195
- Firm CRD
- 13478