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Christopher T Dallas
World Equity Group, INC.
15 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
World Equity Group, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M
Fee Structure
Minimum Investment:
$25K
Financial Planning:
Investment management only
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Location
425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173
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History
Regulatory History (1)
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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.
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Regulatory
February 2019
Final
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How to Read Disclosures
Employment History
Current Registrations
World Equity Group, INC.
October 2012 - Present · 13 yrs 4 mos
World Equity Group, INC.
Broker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Best Direct Securities, LLC
Broker
January 2011 - May 2011 · 4 mos
Brewer Financial Services, LLC
Broker
July 2010 - November 2010 · 4 mos
Brewer Investment Advisors LLC
July 2010 - November 2010 · 4 mos
Interocean Wealth Management LLC
June 2008 - February 2009 · 8 mos
Interocean Securities LLC
Broker
April 2008 - February 2009 · 10 mos
State Registrations
1 state
IL
Advisor
Broker
Both
Exams
No exam information available for this advisor.