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
Donald Cohen (CRD# 1868850) 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.
Christopher Dallas (CRD# 3233864) 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.
Patricia Erwin (CRD# 4844051) is an Investment Advisor Representative working at World Equity Group, Inc. in Sparks, NV and has over 18 years of experience in the finance industry.
Timothy Erwin (CRD# 4844396) is an Investment Advisor Representative working at World Equity Group, Inc. in Sparks, NV and has over 18 years of experience in the finance industry.
Jeffrey Farrell (CRD# 2983569) 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.
Robert Field (CRD# 1206633) is an Investment Advisor Representative working at World Equity Group, Inc. in Mundelein, IL and has over 37 years of experience in the finance industry.
Peter Forbes (CRD# 1666214) 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.
Marc Frost (CRD# 1212791) is an Investment Advisor Representative working at World Equity Group, Inc. in Dunwoody, GA and has over 40 years of experience in the finance industry.
Douglas Gibson (CRD# 5626771) is an Investment Advisor Representative working at World Equity Group, Inc. in Houston, TX and has over 15 years of experience in the finance industry.
Heath Goldman (CRD# 2560987) is an Investment Advisor Representative working at World Equity Group, Inc. in Sherman Oaks, CA and has over 29 years of experience in the finance industry.