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
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 41 - 50 of 62 top financial advisors.
41
Gary T. Richards
CRD#: 2466785
1650 N. Arlington Heights Road, Ste 206, Arlington Heights, IL 60004

Gary Richards (CRD# 2466785) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 29 years of experience in the finance industry.

42
Todd J. Rollins
CRD#: 5175251
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Todd Rollins (CRD# 5175251) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 15 years of experience in the finance industry.

43
Dennis P. Ryan
CRD#: 5916158
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Dennis Ryan (CRD# 5916158) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 12 years of experience in the finance industry.

44
Scot P. Sageser
CRD#: 2390418
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Scot Sageser (CRD# 2390418) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 30 years of experience in the finance industry.

45
Kenneth R. Savage
CRD#: 3203842
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Kenneth Savage (CRD# 3203842) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 24 years of experience in the finance industry.

46
Sherwin Shenfeld
CRD#: 1424650
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Sherwin Shenfeld (CRD# 1424650) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 31 years of experience in the finance industry.

47
John H. Stitt
CRD#: 2240651
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

John Stitt (CRD# 2240651) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 31 years of experience in the finance industry.

48
John D. Straley
CRD#: 2593651
1051 Perimeter Drive, Suite 200, Schaumburg, IL 60173

John Straley (CRD# 2593651) 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.

49
Lissette Strefner
CRD#: 3089558
425 N Martingale Rd, Suite 1220, Schaumburg, IL 60173

Lissette Strefner (CRD# 3089558) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 24 years of experience in the finance industry.

50
Mark J. Strefner
CRD#: 2760662
425 N Martingale Road, Suite 1220, Schaumburg, IL 60173

Mark Strefner (CRD# 2760662) 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.

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