Douglas
Gibson

World Equity Group, Inc

CRD#5626771
Investment Advisor
in Houston, TX

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About this Advisor

Douglas Gibson is a financial advisor based in Houston, Texas, working with World Equity Group, Inc. Douglas has previously held positions at Axa Advisors, LLC, Equitable Advisors, LLC, and World Equity Group, Inc. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, Douglas is part of World Equity Group, Inc, which operates out of Houston, Texas. 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

Series 63, Series 66

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

4801 Woodway Drive Suite 305W
Houston, TX 77056

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$858,545,669

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

190

TX Average: 44
Total Number of Accounts

3,103

TX Average: 2,564
Average Account Size

$276,682

TX 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

Douglas Gibson Work History

2021 - Present (3 years)

World Equity Group, Inc

2011 - 2020 (9 years)

Axa Advisors, LLC

2011 - 2021 (10 years)

Equitable Advisors, LLC

Disclosures

Please visit the SEC profile of Douglas Gibson 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

Jeffrey Orlando
Cary, NC
Bradley Underwood
Schaumburg, IL
Joel Kasten
Schaumburg, IL
Christopher Bourgeois
Houston, TX
Bennett Leiser
Schaumburg, IL
Shelbi Esparza
Houston, TX
Charles Taylor
Schaumburg, IL
Scott Hoskins
Schaumburg, IL

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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