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
James Sunderwirth (CRD# 6449903) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 8 years of experience in the finance industry.
Charles Taylor (CRD# 2659942) 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.
Jevon Thomas (CRD# 2956717) is an Investment Advisor Representative working at World Equity Group, Inc. in Irvine, CA and has over 26 years of experience in the finance industry.
Chad Tuneberg (CRD# 2581630) is an Investment Advisor Representative working at World Equity Group, Inc. in Rockford, IL and has over 29 years of experience in the finance industry.
Bradley Underwood (CRD# 4625158) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 9 years of experience in the finance industry.
Kenneth Valentino (CRD# 4484394) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 22 years of experience in the finance industry.
John Walsh (CRD# 2186694) is an Investment Advisor Representative working at World Equity Group, Inc. in Morristown, NJ and has over 31 years of experience in the finance industry.
Elliot Yablun (CRD# 1926585) 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.
Robert Yarosz (CRD# 2074974) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 33 years of experience in the finance industry.
Grant Collins (CRD# 7061914) is an Investment Advisor Representative working at World Equity Group, Inc. in Bozeman, MT and has over 4 years of experience in the finance industry.