Worldwide Capital Advisors, LLC

Worldwide Capital Advisors, LLC (CRD# 159924) is a financial advisory firm headquartered in Wyandotte, MI. They manage $27,000,000 in 216 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Worldwide Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick A. Guentner
CRD#: 2633545
140 Elm, Wyandotte, MI 48192
93
Wealthminder
score

Patrick Guentner (CRD# 2633545) is an Investment Advisor Representative working at Worldwide Capital Advisors, LLC in Wyandotte, MI and has over 21 years of experience in the finance industry.

2
Jason D. McElroy
CRD#: 2618539
140 Elm, Wyandotte, MI 48192
84
Wealthminder
score

Jason McElroy (CRD# 2618539) is an Investment Advisor Representative working at Worldwide Capital Advisors, LLC in Wyandotte, MI and has over 21 years of experience in the finance industry. Jason McElroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.