Shannon
Powell
World Equity Group, Inc
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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
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
Shannon Powell Work History
World Equity Group
Shannon Smyth Cpa LLC
Vitale, Smyth & Associates LLC
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
Cary, NC
Schaumburg, IL
Schaumburg, IL
Houston, TX
Houston, TX
Southbridge, MA
Schaumburg, IL
Schaumburg, IL
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