A complete list of active advisors currently associated with WORLD EQUITY GROUP, Inc.
Warmer can help you find a great advisor at WORLD EQUITY GROUP, Inc. or one who fits your needs even better.
World Equity Group, Inc. provides fee‑based investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. It offers managed portfolios primarily through its Adhesion Money Management wrap‑fee program and related advisory programs that combine discretionary portfolio management, financial planning, and access to third‑party money managers. The firm uses a risk‑tolerance questionnaire to help determine asset‑allocation models and grants discretionary authority to third‑party money managers and IARs to invest, allocate and rebalance client accounts; clients may elect a Tax Overlay Management option or an ETF Select model for smaller accounts. Custody and trade execution are provided through Schwab & Co., WEG reviews manager performance at least annually, and IARs review client accounts on an ongoing basis, no less than annually. WEG is dually registered as an SEC‑registered investment adviser and a FINRA‑registered broker‑dealer, and many of its investment adviser representatives are also licensed insurance agents who may receive customary commission compensation for insurance transactions. The firm discloses a history of FINRA disciplinary actions (including an August 23, 2018 AWC involving fines and restitution related to variable annuity sales), notes recent ownership changes that made it a subsidiary of Binah Capital Group, Inc. (NASDAQ: BCG), and provides formal periodic summaries of material changes to clients.
To learn more about the advisors currently working at WORLD EQUITY GROUP, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse WORLD EQUITY GROUP, Inc.'s office locations.
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