Marc Frost, financial advisor Atlanta GA
38 score

Marc Frost

CRD Number: 1212791
Current Firm: World Equity Group, Inc.

Marc Frost (CRD# 1212791) is an Investment Advisor Representative working at World Equity Group, Inc. in Atlanta, GA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Westover Trading Dunwoody, GA May 2009 - Current 7
World Equity Group, Inc. Arlington Heights, IL Mar 2009 - Current 7
Westover Group Dunwoody, GA Apr 2004 - Current 12
Capital Financial Services Minot, ND Jan 2009 - Feb 2009 < 1
R F Lafferty & Co Inc. New York, NY Aug 2008 - Dec 2008 < 1
L.m. Kohn & Company Cincinnati, OH Sep 2005 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Dec 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Marc Frost
Phone Number: 847-342-1700
Registered State(s):
  • AL
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    491
    MILLIONS
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $204,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
38

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