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Arthur Mcpherson

33 Years of Experience
2 DisclosuresBrokerSells Insurance

Arthur Mcpherson is a registered investment advisor at World Equity Group, INC., based in Melbourne, FL, with 33 years of industry experience. Arthur 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$300K average
Assets Under Management
$944.8M

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.

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Location

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

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History

Regulatory History (2)
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Customer Dispute
June 2025
Pending
Customer Dispute
December 2015
Settled
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 9 mos
Prostatis Financial Advisors Group
February 2019 - Present · 7 yrs 2 mos
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 Registrations8 states
FLGANCNYOHPATXVA
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.