John
Nau
World Equity Group, Inc
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About this Advisor
John Nau is a financial advisor based in San Antonio, Texas, working with World Equity Group, Inc. John has previously held positions at The Legacy Collaborative, Inc, Lincoln Financial Securities Corporation, and World Equity Group. John has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, John is part of World Equity Group, Inc, which operates out of San Antonio, Texas. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million and offers a variety 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
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
John Nau Work History
World Equity Group
The Legacy Collaborative, Inc
Lincoln Financial Securities Corporation
Disclosures
Please visit the SEC profile of John Nau 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
Houston, TX
Schaumburg, IL
Schaumburg, IL
Houston, TX
Schaumburg, IL
Houston, TX
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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