Patricia
Erwin

World Equity Group, Inc

CRD#4844051
Investment Advisor
in Sparks, NV

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About this Advisor

Patricia Erwin is an investment advisor who lives in Sparks, Nevada. Currently a registered financial advisor with World Equity Group, Inc, Erwin has 15 years of professional experience. Erwin maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Erwin is able to operate in California, Connecticut, Idaho, Nevada, Texas and Virginia. Over the course of their career, Erwin has held roles at Various Insurance Carriers, World Equity Group, Inc and Tiger Wealth Management LLC. World Equity Group, Inc is headquartered in Sparks, Nevada, and operates out of 50 other locations throughout the country. In aggregate, World Equity Group, Inc manages $843 million in assets covering 4,369 accounts and employs more than 171 people. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the country. The firm manages 4,050 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 4,369 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. World Equity Group, Inc can provide 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 firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

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

Disclosures

Yes

Office Location

4894 Sparks Blvd Suite 103
Sparks, NV 89436

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$843,387,793

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

171

NV Average: 44
Total Number of Accounts

4,369

NV Average: 2,564
Average Account Size

$193,039

NV Average: $2,603,165

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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

Patricia Erwin Work History

Patricia has 15 years of experience.

2006 - Present (15 years)

World Equity Group, Inc

2006 - Present (15 years)

Tiger Wealth Management LLC

2005 - Present (16 years)

Various Insurance Carriers

Disclosures

Patricia Erwin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at World Equity Group, Inc

Kevin Hale
Arlington Heights, IL
Paul Kaczmarczyk
Schaumburg, IL
Christopher Dallas
Arlington Heights, IL
Kyle James
Plainfield, IN
Peter Forbes
Arlington Heights, IL
Anthony Lavarda
Naperville, IL
Shannon Smyth
Manasquan, NJ
Daniel Ostlund
Arlington Heights, IL

This content was compiled from the SEC and FINRA.

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