Arthur Roy Mcpherson

World Equity Group, INC.

33 Years of Experience

2 DisclosuresBrokerSells Insurance

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

3159 Alzante Circle, Unit 101, Melbourne, FL, 32940

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2025

Pending

Customer Dispute

December 2015

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Arthur is an insurance agent and investment advisor representative for multiple firms, dedicating significant time to these roles. He also serves on the board of a financial literacy program and a non-profit, and is an author of financial education books, while also participating in an estate planning referral network.

Employment History

Current Registrations

World Equity Group, INC.Broker

July 2019 - Present · 6 yrs 7 mos

Prostatis Financial Advisors Group

February 2019 - Present · 7 yrs

Previous Registrations

Triumph Wealth Advisors, INC.

August 2015 - May 2024 · 8 yrs 9 mos

Taylor Capital Management INC.Broker

November 2014 - July 2019 · 4 yrs 8 mos

Sterne Agee Asset Management, INC.

March 2014 - November 2014 · 8 mos

Sterne Agee Financial Services, INC.Broker

April 2012 - November 2014 · 2 yrs 7 mos

Transam Securities, INC.Broker

June 2006 - April 2012 · 5 yrs 10 mos

Oneamerica Securities, INC.Broker

December 2000 - June 2006 · 5 yrs 6 mos

American United Life Insurance CompanyBroker

December 2000 - December 2001 · 1 yr

Transam Securities, INC.Broker

November 1998 - January 2001 · 2 yrs 2 mos

Cfg Securities CORP.Broker

February 1993 - November 1998 · 5 yrs 9 mos

F.N. Wolf & CO., INC.Broker

September 1992 - December 1992 · 3 mos

State Registrations10 states

CAFLGAKSNCNYOHPATXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.