Heath
Goldman

World Equity Group, Inc

CRD#2560987
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Heath Goldman is a financial advisor based in Sherman Oaks, California, working with World Equity Group, Inc. Heath has previously held positions at Next Financial Group, Inc, Guardian Life Insurance Co, Park Avenue Securities LLC, Hk Wealth Management, Inc, World Equity Group, Pacific Advisors, and Icon Wealth & Legacy Partners. Heath has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New Mexico. Currently, Heath is part of World Equity Group, Inc, which operates out of Sherman Oaks, California. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at World Equity Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Sherman Oaks, CA

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$858,545,669

CA Average: $6,674,516,078
Total Number of Employees

190

CA Average: 44
Total Number of Accounts

3,103

CA Average: 2,564
Average Account Size

$276,682

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Heath Goldman Work History

2018 - Present (6 years)

World Equity Group

2015 - Present (9 years)

Guardian Life Insurance Co

2004 - Present (20 years)

Icon Wealth & Legacy Partners

2017 - 2018 (1 year)

Hk Wealth Management, Inc

2015 - 2016 (1 year)

Park Avenue Securities LLC

2015 - 2016 (1 year)

Pacific Advisors

2008 - 2015 (7 years)

Next Financial Group, Inc

Disclosures

Please visit the SEC profile of Heath Goldman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at World Equity Group, Inc

Jeffrey Orlando
Cary, NC
Bradley Underwood
Schaumburg, IL
Christopher Bourgeois
Houston, TX
Joel Kasten
Schaumburg, IL
Mark Lishchynsky
Schaumburg, IL
Kelley Belmonte
Schaumburg, IL
Paul Lepkowski
Bozeman, MT
Charles Taylor
Schaumburg, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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