Bryan J Nelson

World Equity Group, INC.

18 Years of Experience

BrokerSells 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

Hermitage, TN

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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 ActivitiesSells Insurance

Bryan is an independent insurance agent selling fixed insurance products since 2010, dedicating full-time hours to this activity. He also holds positions at Symbiotic Insurance Solutions and Banking Truths related to life insurance, and owns Balanced Plan Financial RIA.