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Mark Lishchynsky

World Equity Group, INC.
29 Years of Experience
Schaumburg, IL
2 DisclosuresBroker
View SEC Summary
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Mark Lishchynsky is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 29 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.

World Equity Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K0.47%
$75K - $750K0.42%
$750K+0.35%

Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2009
Final
Regulatory
April 2008
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
World Equity Group, INC.
July 2013 - Present · 13 yrs 3 mos
World Equity Group, INC.Broker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Best Direct Securities, LLCBroker
March 2012 - July 2012 · 4 mos
World Equity Group, INC.Broker
May 2011 - March 2012 · 10 mos
Best Direct Securities, LLCBroker
January 2011 - May 2011 · 4 mos
Brewer Financial Services, LLCBroker
March 2009 - November 2010 · 1 yr 8 mos
Interocean Securities LLCBroker
December 2006 - February 2009 · 2 yrs 2 mos
Securitrade CorporationBroker
February 2006 - March 2006 · 1 mo
Salomon Grey Financial CorporationBroker
August 2005 - February 2006 · 6 mos
Oppenheimer & CO. INC.Broker
January 2003 - August 2005 · 2 yrs 7 mos
Cibc World Markets CORP.Broker
February 1999 - January 2003 · 3 yrs 11 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - February 1999 · 1 yr 5 mos
Alex. Brown & Sons IncorporatedBroker
June 1997 - September 1997 · 3 mos
Gruntal & CO., L.L.C.Broker
August 1994 - June 1997 · 2 yrs 10 mos
State Registrations3 states
FLILTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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