Peter Forbes
Peter Forbes is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2012Customer Dispute
September 2011Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Peter is an insurance producer selling fixed insurance products since 2009. This takes a few hours per week.
Employment History
Current Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
Previous Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Smith Barney INC.Broker
Equitable Securities of New York,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.