Barry Neal Link

World Equity Group, INC.

47 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial 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

Location

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

Get directions

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 Report How 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 · 24 yrs 7 mos

World Equity Group, INC.Broker

June 2001 - Present · 24 yrs 8 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

Exams

No exam information available for this advisor.