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Barry Link

World Equity Group, INC.
48 Years of Experience
Schaumburg, IL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Barry Link is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 48 years of industry experience. Barry 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 (3)
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.
Customer Dispute
February 2016
Settled
Regulatory
June 2004
Final
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barry is an independent contractor for Abacus Life Settlements, LLC, assisting seniors with policy settlements, dedicating minimal time. Barry also sells fixed life insurance as an agent/broker, dedicating minimal time.

Employment History
Current Registrations
World Equity Group, INC.
July 2001 - Present · 25 yrs 3 mos
World Equity Group, INC.Broker
June 2001 - Present · 25 yrs 4 mos
Previous Registrations
Ogilvie Security Advisors CorporationBroker
June 1999 - June 2001 · 2 yrs
American General Securities IncorporatedBroker
October 1997 - June 1999 · 1 yr 8 mos
Federation for Financial IndependenceBroker
February 1987 - March 1990 · 3 yrs 1 mo
Uslife Equity Sales CORP.Broker
May 1986 - October 1997 · 11 yrs 5 mos
Titan Capital CorporationBroker
January 1985 - June 1986 · 1 yr 5 mos
Uslife Equity Sales CORP.Broker
January 1984 - October 1997 · 13 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
January 1978 - May 1984 · 6 yrs 4 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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