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Lisa Lee Gesin

CcoWorth Asset Management, LLCCRD 4081195

About Lisa Lee Gesin

Lisa Lee Gesin is listed as Cco at Worth Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Lisa Lee Gesin is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Worth Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Lee Gesin work?

Lisa Lee Gesin is listed as Cco at Worth Asset Management, LLC on SEC Form ADV.

How much of Worth Asset Management, LLC does Lisa Lee Gesin own?

Form ADV reports a beneficial ownership band of Under 5%.

Worth Asset Management, LLC

TitleCco
OwnershipUnder 5%
Control personYes
Since2022
View Worth Asset Management, LLC →

Worth Financial Group Inc.

TitlePresident/Owner/Cco
OwnershipOver 75%
Control personYes
Since2020
View Worth Financial Group Inc. →