Dedicated to Providing Unbiased Investment Advice


Worth Financial Group Inc. was founded and incorporated in the state of Texas in May 1983. Worth Financial Group Inc. is a member of the Financial Industry Regulator Authority (FINRA) and is also a member of the Securities Investors Protection Corporation (SIPC).

At Worth Financial Group Inc., we are dedicated to providing our representatives with the resources they need to offer the highest level of independent, unbiased investment advice available. In today’s fast paced world, you are faced with numerous challenges; from preparing for retirement, funding a college education, planning your estate, or simply minimizing taxes. With the ever-increasing number of investment and insurance products available, the need for competent, experienced financial advice has never been greater.


Our customers find that we offer a wide and diverse selection of products that are focused on growth with an emphasis on risk management. Our representatives are truly autonomous in matching the best products and services to the needs of their customers while enabling them to achieve their financial goals and objectives. Our approach and decision making is grounded in objectivity and the recognition that we are responsible for our client's financial security. Providing clients with independent, unprejudiced investment advice is the essential ingredient to our formula for success.


Worth Financial Group Inc. is known as a “fully disclosed” originating broker-dealer, meaning it does not hold clients’ funds, does not clear clients’ trades on securities markets directly, and is not a member of any stock exchange. Instead, it forwards all trades to one of its clearing firms. The Company’s primary clearing agreement is currently maintained with National Financial Services (NFS) for retail and advisory brokerage accounts and TD Ameritrade for advisory accounts.

Investment services include the following:

  • Listed Stocks/Equity Securities

  • Exchange Traded Funds

  • Real Estate Investment Trusts

  • Mutual Funds and Unit Investment Trusts

  • Retirement Plans – IRA, Roth IRA, 401(K), 403(B)

  • U.S. Treasuries

  • Corporate Bonds

  • Municipal Bond Securities

  • 529 College
    Savings Plans

  • Variable Annuity and
    Life Products

  • Certificates of Deposit

  • Money Market Accounts and Other Cash Mgmt. Services

  • Availability of Margin Accounts (Loans Against Securities)


Registered Investment Advisor

Worth Financial Group Inc. is registered as a state regulated Registered Investment Adviser (“RIA”). This allows Worth Investment Advisors to manage client portfolios on a fee basis based on the amount of assets under management. Worth is registered in Texas and Florida as an Investment Adviser. Worth Financial Advisors have access to a wide range of investments to meet the needs of their customers.

Insurance Agency

Worth Financial Group Inc. is registered with the State of Texas as a resident corporate insurance agency and other states as a non-resident insurance agency. Its primary purpose is providing insurance products to Worth Financial Group Inc.’s financial advisors, most of which hold both securities and insurance licenses. Worth Financial Group Inc. markets life, health, disability, and annuity products to individuals and small businesses through its network of independent agents. Worth Financial Group Inc. has selling agreements with life insurance companies such as AIG, American General, Jackson National, Lincoln Financial, Pacific Life, Prudential, Transamerica, and Voya to provide its agents with a wide range of insurance and annuity products.

Worth Financial Group Inc.’s expertise in the insurance field allows it to quickly determine what product is best suited for a client’s needs and then obtain quotes from many top companies offering that product. Worth does not offer any proprietary products therefore our agents can feel certain that they are offering the very best products possible to their clients.

Insurance services include the following:

  • Variable Annuities

  • Fixed Annuities

  • Term Life Insurance

  • Universal Life Insurance

  • Variable Life Insurance

  • Long-Term Care Insurance

  • Disability Insurance

  • Policy Reviews

  • Specialized Insurance Programs to Fund Trusts, Key Man, Buy-Sell and Estate Planning