When we put together your financial plan, we like to include a little something called
YOU.
YOU.
Financial Planning, Investment Analysis, Asset Protection & Estate Planning.
At SMART Group Houston, our goal is to help you build and secure a prosperous future for you and your loved ones. Our financial program considers your dreams, your desires, your strengths and your obstacles. The whole you. It’s the kind of approach you’re not likely to find from a majority of financial consultants. And that’s just the way we like it.
Check the background of these investment professionals at BrokerCheck.
Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands. This is not a CPA firm.
Ron Schutz is licensed to conduct securities business in Alabama, Arizona, California, Minnesota, and Texas. Ron Schutz is licensed to conduct investment advisory business in Alabama, Arkansas, California, Florida, Louisiana, New Jersey, Oklahoma Texas and Washington. Ron Schutz is licensed to offer insurance in Texas and Florida. George Abboud is licensed to conduct securities business in Alabama, Alaska, Arkansas, California, Florida, Louisiana, Minnesota and Texas. George Abboud is licensed to conduct investment advisory business in Alabama, Arkansas, Florida, Kansas, Louisiana, Minnesota, Texas and Washington.. George Abboud is licensed to offer insurance in Texas. Christopher Bourgeois is licensed to conduct securities business in Louisiana and Texas. Christopher Bourgeois is licensed to conduct investment advisory business in Alabama, Arizona, Florida, Iowa, Louisiana, Texas and Washington. Christopher Bourgeois is licensed to offer insurance in Texas. Jason Lee is licensed to conduct securities business in Colorado and Texas. Jason Lee is licensed to conduct investment advisory business in California, Colorado, Oklahoma, and Texas. Jason Lee is licensed to offer insurance in Texas. Nick Prangner is licensed to conduct securities business in Texas. Nick Prangner is licensed to conduct investment advisory business in South Carolina and Texas. Gail Schutz is licensed to conduct securities business in Florida, Louisiana, Massachusetts, North Carolina, and Texas. Gail Schutz is licensed to conduct investment advisory business in Arkansas, Florida, Louisiana, New Jersey, North Carolina, Oklahoma, South Carolina and Texas. Doug Gibson is licensed to conduct securities business in Florida, Hawaii, Louisiana, and Texas. Doug is licensed to conduct investment advisory business in Florida, Hawaii, Louisiana and Texas. The World Equity Group Form CRS can be found here.