Ara
Kachadourian

World Equity Group, Inc

CRD#4499884
Investment Advisor
in Schaumburg, IL

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About this Advisor

Ara Kachadourian is a financial advisor operating out of Schaumburg, Illinois with 2 years of industry experience. Kachadourian is an employee of World Equity Group, Inc. Their career trajectory has included roles at Wells Fargo Advisors, Hfp Holdings/Self Employed, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Ohio National Financial Services, Ohio National Equities, Paychex, Inc, Paychex Securities Corporation, Massmutual Life Insurance Company, Mml Investors Services, LLC, Morgan Stanley, Npb Financial Group, LLC, Ohio National, Woodbury Financial Services Inc and World Equity Group, Inc. Kachadourian holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in California. World Equity Group, Inc is a registered investment company operating out of Schaumburg, IL. The firm has offices in 46 locations and a total of 152 people on staff. It controls $1 billion in assets under management among its 4,884 accounts, making it one of the larger firms in the United States by assets under management. World Equity Group, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on the financial services provided. However, fee types billed by World Equity Group, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

425 N Martingale Road Suite 1220
Schaumburg, IL 60173

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World Equity Group, Inc Brokerage Details

Total Assets Under Management

$1,007,567,933

IL Average: $6,674,516,078
Total Number of Employees

152

IL Average: 44
Total Number of Accounts

4,884

IL Average: 2,564
Average Account Size

$206,300

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ara Kachadourian Work History

Ara has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

World Equity Group, Inc

2017 - Present (7 years)

Ohio National

2018 - 2019 (1 year)

Woodbury Financial Services Inc

2017 - 2018 (1 year)

Npb Financial Group, LLC

2016 - 2016 (< 1 year)

Paychex, Inc

2016 - 2016 (< 1 year)

Paychex Securities Corporation

2016 - 2017 (1 year)

Massmutual Life Insurance Company

2016 - 2017 (1 year)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Morgan Stanley

2014 - 2014 (< 1 year)

Hfp Holdings/Self Employed

2014 - 2014 (< 1 year)

Jp Morgan Chase Bank

2014 - 2014 (< 1 year)

Jp Morgan Securities LLC

2014 - 2016 (2 years)

Ohio National Financial Services

2014 - 2016 (2 years)

Ohio National Equities

2012 - 2014 (2 years)

Wells Fargo Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ara Kachadourian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at World Equity Group, Inc

Bennett Leiser
Schaumburg, IL
Ronald Vairo
Southbridge, MA
Bradley Underwood
Schaumburg, IL
Charles Taylor
Schaumburg, IL
Scott Hoskins
Schaumburg, IL
Shannon Smyth
Manasquan, NJ
Daniel Bierals
Morristown, NJ
James Sunderwirth
Schaumburg, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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