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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
World Equity Group, Inc. 17 years, 2 months Sep 2002 - Present
Financial Enhancement Group 17 years, 6 months May 2002 - Present
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Adam Michael Harter?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 18, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 18, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

World Equity Group, Inc.

Last updated on Sept. 10, 2019
    • $687.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $645.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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