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
Gary Richards (CRD# 2466785) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 30 years of experience in the finance industry.
Todd Rollins (CRD# 5175251) 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.
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.
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.
Kenneth Savage (CRD# 3203842) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 25 years of experience in the finance industry.
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.
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.
John Straley (CRD# 2593651) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 28 years of experience in the finance industry.
Lissette Strefner (CRD# 3089558) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 25 years of experience in the finance industry.
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.