Shannon
Powell

World Equity Group, Inc

CRD#6886646
Investment Advisor
in Manasquan, NJ

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About this Advisor

Shannon Powell is a financial advisor based in Manasquan, New Jersey, working with World Equity Group, Inc. Shannon has previously held positions at World Equity Group, Shannon Smyth Cpa LLC, Vitale, Smyth & Associates LLC, and Cowan, Gunteski & Company. Shannon has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Shannon is part of World Equity Group, Inc, which operates out of Manasquan, New Jersey. 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 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

2430 Rt. 34 North Paynters Ridge Bldg B Suite 14
Manasquan, NJ 08736

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$858,545,669

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

190

NJ Average: 44
Total Number of Accounts

3,103

NJ Average: 2,564
Average Account Size

$276,682

NJ 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

Shannon Powell Work History

2017 - Present (7 years)

World Equity Group

2017 - Present (7 years)

Shannon Smyth Cpa LLC

2014 - 2016 (2 years)

Vitale, Smyth & Associates LLC

2012 - 2014 (2 years)

Cowan, Gunteski & Company

Disclosures

Please visit the SEC profile of Shannon Powell 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

Bradley Underwood
Schaumburg, IL
Joel Kasten
Schaumburg, IL
Christopher Bourgeois
Houston, TX
Jeffrey Orlando
Cary, NC
Kelley Belmonte
Schaumburg, IL
Charles Taylor
Schaumburg, IL
Mark Lishchynsky
Schaumburg, IL
Shelbi Esparza
Houston, TX

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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