World Equity Group, Inc.

World Equity Group, Inc. (CRD# 29087) is a financial advisory firm headquartered in Schaumburg, IL. They manage $1,007,567,933 in 4,884 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,008
    MILLION
  • Total Number of Accounts
    4,884
    ACCOUNTS
  • Average Account Value
    $206,300
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)
  • Publication of periodicals or newsletters
  • 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, WY

Financial Advisors at World Equity Group, Inc.
Showing 1 - 10 of 68 top financial advisors.
1
Guy J. Abbanat
CRD#: 1235698
Coral Springs, FL

Guy Abbanat (CRD# 1235698) is an Investment Advisor Representative working at World Equity Group, Inc. in Coral Springs, FL and has over 39 years of experience in the finance industry.

2
George H. Abboud
CRD#: 5757436
4801 Woodway Drive, Suite 305w, Houston, TX 77056

George Abboud (CRD# 5757436) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 13 years of experience in the finance industry.

3
Richard S. Babjak
CRD#: 2074968
425 N Martingale Rd, Suite 1220, Schaumburg, IL 60173

Richard Babjak (CRD# 2074968) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 32 years of experience in the finance industry.

4
Todd J. Balber
CRD#: 2647791
425 N Martingale Rd, Suite 1220, Schaumburg, IL 60173

Todd Balber (CRD# 2647791) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 27 years of experience in the finance industry.

5
Michael P. Bennitt
CRD#: 1785944
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Michael Bennitt (CRD# 1785944) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 35 years of experience in the finance industry.

6
Robert F. Bieniek
CRD#: 852211
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Robert Bieniek (CRD# 852211) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 36 years of experience in the finance industry.

7
Daniel P. Bierals
CRD#: 2218185
Morristown, NJ

Daniel Bierals (CRD# 2218185) is an Investment Advisor Representative working at World Equity Group, Inc. in Morristown, NJ and has over 28 years of experience in the finance industry.

8
Christopher S. Bourgeois
CRD#: 4482035
4801 Woodway Drive, Suite 305w, Houston, TX 77056

Christopher Bourgeois (CRD# 4482035) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 21 years of experience in the finance industry.

9
David A. Bowman
CRD#: 4254687
Parrish, FL

David Bowman (CRD# 4254687) is an Investment Advisor Representative working at World Equity Group, Inc. in Parrish, FL and has over 21 years of experience in the finance industry.

10
Patrick D. Carroll
CRD#: 1519415
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Patrick Carroll (CRD# 1519415) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 36 years of experience in the finance industry.

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