Paul
Lepkowski
World Equity Group, Inc
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About this Advisor
Paul Lepkowski is a financial advisor based in Bozeman, Montana, working with World Equity Group, Inc. Paul has previously held positions at Sammons Financial Network, Sammons Institutional Group, New York Life Investments, Edward Jones, Career Transition, World Equity Group, Inc, Invesco Advisers Inc, and Invesco Distributors Inc. Paul has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Paul is part of World Equity Group, Inc, which operates out of Bozeman, Montana. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million and offers a range of services, including 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
Services Offered
Fee Structure
Office Location
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World Equity Group, Inc Brokerage Details
$858,545,669
190
3,103
$276,682
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
Paul Lepkowski Work History
Edward Jones
World Equity Group, Inc
Career Transition
New York Life Investments
Sammons Financial Network
Sammons Institutional Group
Invesco Advisers Inc
Invesco Distributors Inc
Disclosures
Please visit the SEC profile of Paul Lepkowski 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
Houston, TX
Schaumburg, IL
Cary, NC
Schaumburg, IL
Southbridge, MA
Schaumburg, IL
Bozeman, MT
Schaumburg, IL
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