Timothy
Erwin

World Equity Group, Inc

CRD#4844396
Investment Advisor
in Sparks, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Timothy Erwin is a financial advisor based in Sparks, Nevada. Currently a registered financial advisor at World Equity Group, Inc, they have accrued 15 years of practice as a financial advisor. Erwin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Erwin can serve investors based out of Nevada. Over the course of their career, they have held roles at Various Insurance Carriers, World Equity Group, Inc, Tiger Wealth Management LLC and Colorite Plastics. World Equity Group, Inc is based out of Sparks, Nevada, and has 50 additional locations in the country. In aggregate, World Equity Group, Inc oversees $843 million in assets covering 4,369 client accounts and retains more than 171 people. The firm's total assets under management places it among the bigger financial advisory firms in the nation. The firm manages 4,050 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 4,369 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. World Equity Group, Inc provides 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's fees may include 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Timothy Erwin Work History

Timothy has 15 years of experience.

2011 - Present (10 years)

Colorite Plastics

2006 - Present (15 years)

World Equity Group, Inc

2006 - Present (15 years)

Tiger Wealth Management LLC

2005 - Present (16 years)

Various Insurance Carriers

Disclosures

Timothy Erwin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at World Equity Group, Inc

Kyle James
Plainfield, IN
Paul Kaczmarczyk
Schaumburg, IL
Christopher Dallas
Arlington Heights, IL
Peter Forbes
Arlington Heights, IL
Kevin Hale
Arlington Heights, IL
Matthew Nardolillo
Arlington Heights, IL
George Abboud
Houston, TX
Anthony Lavarda
Naperville, IL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started