Worldwide Capital Advisors, LLC

Worldwide Capital Advisors, LLC (CRD# 159924) is a financial advisory firm headquartered in Southgate, MI. They manage $57,053,000 in 358 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
13317 Reeck Ct, Southgate, MI 48195
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $159,366
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
The map below shows states where this firm has explicit registration only.

MI, OH, TX

Financial Advisors at Worldwide Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason McElroy, financial advisor Southgate MI
Jason D. McElroy
CRD#: 2618539
13317 Reeck Ct, Southgate, MI 48195

Jason McElroy (CRD# 2618539) is an Investment Advisor Representative working at Worldwide Capital Advisors, LLC in Southgate, MI and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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