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Patricia E

Series 66

Sparks, NV

World Equity Group, Inc.

Patricia Erwin is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been associated with both Tiger Wealth Management LLC and World Equity Group since 2006. Her background also includes work with various insurance carriers, focusing on life and long-term care insurance sales. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

Active portfolio management
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Timothy E

Series 66

Sparks, NV

World Equity Group, Inc.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Active portfolio management
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