Shelbi
Esparza
World Equity Group, Inc
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About this Advisor
Shelbi Esparza is a financial advisor based in Houston, Texas, working with World Equity Group, Inc. Shelbi has previously held positions at Edward Jones, Victoria Country Club, University Of Houston-Victoria, Victoria Independent School District, and World Equity Group. Shelbi has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Shelbi 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. 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
Shelbi Esparza Work History
World Equity Group
Edward Jones
Edward Jones
Victoria Independent School District
Victoria Country Club
University Of Houston-Victoria
Disclosures
Please visit the SEC profile of Shelbi Esparza 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
Houston, TX
Schaumburg, IL
Cary, NC
Schaumburg, IL
Schaumburg, IL
Southbridge, MA
Schaumburg, IL
Houston, TX
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