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 (WEG) provides investment advisory and brokerage services to individual and high‑net‑worth clients as well as business entities, non‑profit organizations and other financial institutions. The firm offers portfolio management, financial planning, wrap and separately managed account programs, access to third‑party managers and retirement plan advisory services, and reported approximately $944.7 million in assets under management. WEG uses a mix of model‑based and customized approaches, including proprietary Compass models, RBC and Schwab advisor programs, Adhesion and Reps Choice wrap programs, and third‑party manager allocations; investment decisions draw on quantitative, fundamental and technical analysis. Accounts may be managed on either a discretionary or non‑discretionary basis, and the brochure discloses that many investment adviser representatives are also registered representatives and licensed insurance agents, a structure that creates potential conflicts of interest when recommending commissionable products. Notable features in the brochure include the firm’s dual registration as an SEC‑registered investment adviser and FINRA‑member broker/dealer and its ownership change in 2024 when it became a subsidiary of Binah Capital Group. WEG also highlights access to customized hedge‑fund portfolios through Crystal Capital Partners and documents a history of multiple FINRA disciplinary actions that led to supervisory and procedural enhancements.

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.