Guy Abbanat
Guy Abbanat is a registered investment advisor at World Equity Group, INC., based in Coral Springs, FL, with 42 years of industry experience. Guy 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
Coral Springs, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2002Customer Dispute
July 2001Customer Dispute
May 2000Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Peregrine Diversified Investment Services CORP.
Best Direct Securities, LLCBroker
Ams Advisors LLC
Brewer Financial Services, LLCBroker
Brewer Investment Advisors LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.