World Equity Group, Inc.

World Equity Group, Inc. (CRD# 29087) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $491,200,000 in 2,400 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • 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
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.

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

Financial Advisors at World Equity Group, Inc.
Showing 1 - 10 of 98 top financial advisors.
1
James W. Anadon
CRD#: 6332486
735 Montgomery Street, Suite 250, San Francisco, CA 94111
100
Wealthminder
score

After working for a major Wall Street firm, I realized my attentive client service is better suited at World Equity Group San Francisco where we support an independent, holistic, and transparent approach for aligning your needs with a wide range of financial solutions.

 

One of my greatest qualities is my ability to listen. As a Financial Advisor and Jr. Portfolio manager, listening closely to your needs gives me the correct information to help guide you through the process and inform you of the options that directly align with your goals.

 

Whether you need solutions for your business, income through your retirement, are growth oriented, or want to leave a legacy and need help maintaining family wealth over generations, I pride myself in effectively informing my clients about their options and connecting them to sound investment solutions for their individual needs.

 

James Anadon (CRD# 6332486) is an Investment Advisor Representative working at World Equity Group, Inc. in San Francisco, CA and has 6 years of experience in the finance industry.

2
Joseph A. Clark
CRD#: 2319989
429 E. 14th Street, Anderson, IN 46016
96
Wealthminder
score

Joseph Clark (CRD# 2319989) is an Investment Advisor Representative working at World Equity Group, Inc. in Anderson, IN and has over 23 years of experience in the finance industry. Joseph Clark 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.

3
John T. Grebe
CRD#: 1692809
1650 N. Arlington Heights Rd, Suite 100, Arlington Heights, IL 60004
96
Wealthminder
score

John Grebe (CRD# 1692809) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 17 years of experience in the finance industry. John Grebe 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.

4
Brian M. O'dowd
CRD#: 2304794
Morristown, NJ
96
Wealthminder
score

Brian O'dowd (CRD# 2304794) is an Investment Advisor Representative working at World Equity Group, Inc. in Morristown, NJ and has over 23 years of experience in the finance industry. Brian O'dowd 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.

5
Gary T. Richards
CRD#: 2466785
1650 N. Arlington Heights Rd., Suite 100, Arlington Heights, IL 60004
96
Wealthminder
score

Gary Richards (CRD# 2466785) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 22 years of experience in the finance industry. Gary Richards 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.

6
John M. Sullivan
CRD#: 4115790
1650 N. Arlington Heights Rd., Suite 100, Arlington Heights, IL 60004
96
Wealthminder
score

John Sullivan (CRD# 4115790) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 16 years of experience in the finance industry. John Sullivan 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.

7
Robert D. Yarosz
CRD#: 2074974
1650 N. Arlington Heights Rd., Suite 100, Arlington Heights, IL 60004
96
Wealthminder
score

Robert Yarosz (CRD# 2074974) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 26 years of experience in the finance industry.

8
George H. Abboud
CRD#: 5757436
5225 Katy Freeway, Suite 430, Houston, TX 77007
93
Wealthminder
score

George Abboud (CRD# 5757436) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

9
Andrew C. Atseff
CRD#: 4868153
1749 S. Naperville Rd., Suite 100, Wheaton, IL 60189
93
Wealthminder
score

Andrew Atseff (CRD# 4868153) is an Investment Advisor Representative working at World Equity Group, Inc. in Wheaton, IL and has over 12 years of experience in the finance industry.

10
Todd J. Balber
CRD#: 2647791
1650 N. Arlington Heights Rd., Suite 100, Arlington Heights, IL 60004
93
Wealthminder
score

Todd Balber (CRD# 2647791) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 21 years of experience in the finance industry.

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