Western Equity Group


 

 
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WEG Highlights

Approved Products

Fee Structure

E&O Highlights

RBC  CS

Office Start-up Planning

Start-up Worksheet

Transition Timeline

The Next Step

Pre-Licensing
Authorization

 

 

 


 Highlights

  • Western Equity Group is not an insurance company affiliate

  • Western Equity Group has no monthly representative fees

  • Western Equity Group has no proprietary or "favored" products

  • As an associate of Western Equity Group you will receive the following support:

    • Twice monthly payouts

    • Comprehensive E & O coverage for all areas of your business

    • Web-based work station for all clearing firm accounts

    • Client web access to their clearing accounts

    • "Real-Time" account access and order entry

    • Comprehensive online research packages

    • State-of-the Art Fixed Income desk

    • Direct phone access to all clearing firm department heads

    • Corporate RIA umbrella for Advisory business

    • All Broker/Dealer forms are online

    • Staffed telephone response at our Home Office - no voice mail "tag"

    At Western Equity Group, we take pride in providing you with personal service like it used to be!