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
| Title | Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Worth Financial Group Inc.
| Title | President/Owner/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |