RW
Robert E. Wirth
WORTH FINANCIAL GROUP
Dallas, TX 75001
Some features on this profile are disabled
CRD#: 811180
RW
Robert Earl WirthWORTH FINANCIAL GROUP
Professional summary
Robert Earl Wirth is a registered financial advisor currently at WORTH FINANCIAL GROUP INC. located in Dallas, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1, Series 27, Series 24, Series 26 and Series 39 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RETIREMENT PLANS.COM, LLC NON INVESTMENT RELATED 16051 ADDISON RD STE 205 ADDISON TX 75001 POSITION: OWNER START DATE: DECEMBER 2013 HOURS/WEEK: 20 DUTIES: ADMINISTRATION OF RETIREMENT PLANS ROBERT E. WIRTH NON INVESTMENT RELATED 16051 ADDISON RD STE 310 ADDISON TX 75001 TRADITIONAL LIFE HEALTH & DISABILITY INSURANCE SALES START DATE: OCTOBER 1974 HOURS/WEEK:10 DUTIES: MARKETING, SERVICE & SALES OF LIFE, HEALTH & DISABILITY INSURANCE
CRS (Client Relationship Summary) - RIA
Click below to view Robert Earl Wirth's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert Earl Wirth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 27, 2017 - Present
WORTH FINANCIAL GROUP INC.
Office #1: 16051 Addison Road Suite 205, Dallas, TX 75001RIA
BD
CRD#: 13478
Dallas, TX
Current
February 2, 2017 - Present
WORTH FINANCIAL GROUP INC.
Office #1: 16051 Addison Road Suite 205, Dallas, TX 75001RIA
BD
CRD#: 13478
Dallas, TX
Past
February 15, 1990 - December 31, 1993
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
February 7, 1990 - May 26, 2015
MOMENTUM INDEPENDENT NETWORK INC.
RIA
CRD#: 17587
ADDISON, TX
Past
January 30, 1990 - May 26, 2015
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
ADDISON, TX
Past
February 13, 1985 - December 31, 1989
WIRTH EQUITIES CORPORATION
BD
CRD#: 15848
DALLAS, TX
Past
September 16, 1982 - February 26, 1985
CAPSTONE SECURITIES CORPORATION
BD
CRD#: 7825
Past
May 22, 1981 - October 14, 1982
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Past
October 15, 1976 - June 18, 1981
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Past
July 10, 1975 - April 26, 1976
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WORTH FINANCIAL GROUP INC.
ACCREDITED INVESTORS CO. | WORTH FINANCIAL GROUP INC. | PROMARK SECURITIES, INC. | JOHN DUELL GLASS III | BRADFORD/GLASS & CO. | BRADFORD-GLASS INVESTMENT CORPORATION
CRD#: 13478 / SEC#: 801-135680, 8-29827
RIA
Registered Investment Advisory firm - SEC (4/22/2026 Approved)California
Registered Investment Advisory firm - SEC (12/19/2020 Terminated)Colorado
Registered Investment Advisory firm - SEC (8/15/2023 Approved)Florida
Registered Investment Advisory firm - SEC (3/11/2010 Approved)New Mexico
Registered Investment Advisory firm - SEC (10/16/2025 Approved)Texas
Registered Investment Advisory firm - SEC (7/9/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(3/27/2017)
RR
Michigan(5/17/2019)
RR
Oklahoma(4/6/2017)
RR
Texas(3/27/2017)
IAR
Texas(3/27/2017)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 26
Passed: 12/5/1984
Investment Company Products/Variable Contracts Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WORTH FINANCIAL GROUP INC.
ACCREDITED INVESTORS CO. | WORTH FINANCIAL GROUP INC. | PROMARK SECURITIES, INC. | JOHN DUELL GLASS III | BRADFORD/GLASS & CO. | BRADFORD-GLASS INVESTMENT CORPORATION
CRD#: 13478 / SEC#: 801-135680, 8-29827
RIA
Registered Investment Advisory firm - SEC (4/22/2026 Approved)California
Registered Investment Advisory firm - SEC (12/19/2020 Terminated)Colorado
Registered Investment Advisory firm - SEC (8/15/2023 Approved)Florida
Registered Investment Advisory firm - SEC (3/11/2010 Approved)New Mexico
Registered Investment Advisory firm - SEC (10/16/2025 Approved)Texas
Registered Investment Advisory firm - SEC (7/9/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...
Contact information
Main Address
16660 Dallas Parkway Suite 2200, Dallas, TX 75248-2612
Mailing Address
16660 Dallas Parkway Suite 2200, Dallas, TX 75248
Phone number
(469) 916-4287
Established
Texas since 05/24/1983
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
11
SEC notice filing (4 States and Territories)
FINRA licenses (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 122,831,881 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WORTH FINANCIAL GROUP INC.
CRD#: 13478Dallas, TX 75001TRUST BUT VERIFY
Monitor Robert Wirth
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
