World Equity Group, Inc.
World Equity Group, Inc. (CRD# 29087) is a financial advisory firm headquartered in Schaumburg, IL. They manage $858,545,669 in 3,103 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management859MILLION
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Kevin Hale (CRD# 4747003) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 20 years of experience in the finance industry.
Linda Hess (CRD# 2571545) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 29 years of experience in the finance industry.
Scott Hoskins (CRD# 6004032) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 11 years of experience in the finance industry.
Paul Kaczmarczyk (CRD# 5384888) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 16 years of experience in the finance industry.
David Kowalski (CRD# 2194799) is an Investment Advisor Representative working at World Equity Group, Inc. in Dolton, IL and has over 32 years of experience in the finance industry.
Anthony Lavarda (CRD# 1558194) is an Investment Advisor Representative working at World Equity Group, Inc. in Naperville, IL and has over 37 years of experience in the finance industry.
Jason Lee (CRD# 6406969) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 9 years of experience in the finance industry.
Bennett Leiser (CRD# 1721816) 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.
John Lindquist (CRD# 1557994) 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.
Barry Link (CRD# 847567) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 38 years of experience in the finance industry.