Anthony George Lavarda

World Equity Group, INC.

39 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

World Equity Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

3,109 clients

Average Client Portfolio

$276K average

Assets Under Management

$858.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

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.

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 · 16 yrs 5 mos

World Equity Group, INC.Broker

August 2009 - Present · 16 yrs 6 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 Registrations5 states

GAILINMIPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.