Marc Frost
Marc Frost is a registered investment advisor at World Equity Group, INC., based in Dunwoody, GA, with 36 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Dunwoody, GA
Get directionsHistory
Regulatory History (7)
Regulatory
May 2004Regulatory
September 1992Employment Separation After Allegations
September 1992Regulatory
November 1991Customer Dispute
October 1991Regulatory
August 1986Employment Separation After Allegations
July 1985Other Business ActivitiesSells Insurance
Marc is the CEO of Westover Group, which includes insurance sales, and is involved in several other businesses including Living Healthy Depot, Frost Financial, and Star Pasta. He also works as an adjunct professor at Georgia State University and is an author.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Resource Horizons Group LLCBroker
Dunwoody Brokerage Services, INC.Broker
Nationwide Investment Services CorporationBroker
L.M. Kohn & CompanyBroker
World Invest CorporationBroker
Corporate Securities Group, INC.Broker
Phoenix Securities Group,inc.Broker
Investacorp, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.