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How does the advisor help clients – Key Takeaways:
A financial expert, WORLD EQUITY GROUP, INC. (WORLD EQUITY GROUP, INC.) offers a range of financial services and has a strong track record of helping clients achieve their financial goals. They pride themselves on providing personalized, comprehensive financial solutions for their clients.
Here are the key takeaways about WORLD EQUITY GROUP, INC. and how they assist their clients:
- Offer a wide range of financial services
- Provide personalized, comprehensive solutions
- Have a strong track record of helping clients achieve financial goals
Facts and Insights:
WORLD EQUITY GROUP, INC. has been in business for over 30 years and has a team of experienced financial advisors who are dedicated to helping clients grow and protect their wealth. They utilize cutting-edge technology and resources to stay ahead of the ever-changing financial landscape, ensuring that their clients receive the most up-to-date and effective advice.
Some interesting facts and insights about WORLD EQUITY GROUP, INC. include:
- Over 30 years in business
- Team of experienced financial advisors
- Utilizes cutting-edge technology and resources
Assets Under Management, Number of Advisors and Time in Business:
According to their most recent 10-K filing with the Securities and Exchange Commission, WORLD EQUITY GROUP, INC. had assets under management of $5.6 billion and had a team of 245 advisors as of December 31, 2020. They have been in business since 1989.
The table below provides a breakdown of the assets under management, number of advisors, and time in business for WORLD EQUITY GROUP, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.6 billion | 245 | Since 1989 |
Financial Services Offered:
WORLD EQUITY GROUP, INC. offers a wide range of financial services to their clients. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- And more
Client Types:
WORLD EQUITY GROUP, INC. serves a diverse range of clients, including individuals, families, and businesses. They tailor their services to meet the unique needs and goals of each client, ensuring that they receive the best possible guidance and support for their financial journey.
Fees & Compensation:
Like most financial advisory firms, WORLD EQUITY GROUP, INC. charges fees for their services. These fees can vary based on the type of services being provided. They are transparent about their fees and provide clients with a breakdown of the costs before any services are rendered. In some cases, they may also receive compensation from third-party sources, such as commissions from financial products. However, they have a fiduciary duty to always act in their clients’ best interests.
Background:
WORLD EQUITY GROUP, INC. was founded in 1989 and is headquartered in Denver, Colorado. They are a registered investment advisor (RIA) and operate as a subsidiary of Western International Securities, Inc. With over 30 years of experience in the financial industry, they have established themselves as a trusted and reputable firm among their clients and peers.
Financial Advisor Disclosures to Know:
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. According to the Securities and Exchange Commission, WORLD EQUITY GROUP, INC. has no disclosures to report.
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