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Anthony Lavarda

World Equity Group, INC.
40 Years of Experience
Naperville, IL
Broker
View SEC Summary
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Anthony Lavarda is a registered investment advisor at World Equity Group, INC., based in Naperville, IL, with 40 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony works as a school bus driver for Naperville, IL School District 203, taking about half of his time. He is also the founder of a prayer and social service group, St Raphael Lame Ducks, dedicating minimal time to it. Finally, he works full-time for First Naper Financial Services, LLC as a registered representative.

Employment History
Current Registrations
World Equity Group, INC.
September 2009 - Present · 17 yrs 1 mo
World Equity Group, INC.Broker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Waterstone Financial Group, INC.
February 2007 - August 2009 · 2 yrs 6 mos
Waterstone Financial Group, INC.Broker
January 2007 - August 2009 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.
November 2001 - January 2007 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
June 1992 - January 2007 · 14 yrs 7 mos
Kemper Securities Group, INC.Broker
September 1990 - June 1992 · 1 yr 9 mos
Blunt Ellis & Loewi IncorporatedBroker
September 1986 - September 1990 · 4 yrs
State Registrations6 states
FLGAILINMIPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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