Bradley
Underwood

World Equity Group, Inc

CRD#4625158
Investment Advisor
in Schaumburg, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Underwood is a financial advisor based out of Schaumburg, Illinois with 8 years of relevant experience. Underwood works at World Equity Group, Inc. During their career, the advisor has held roles at Axa Distributors, LLC, Axa Advisors, LLC and World Equity Group, Inc. Underwood has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Indiana, Missouri, New Jersey and Texas. World Equity Group, Inc is a company that has its headquarters in Schaumburg, IL. It has offices in 46 locations and a total of 152 people on staff. It has $1 billion in assets across its 4,884 accounts, making it one of the bigger firms in the nation by assets under management. The business offers 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. Financial advisory fee schedules typically depend on the type of services. However, fee types billed by World Equity Group, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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 Rd Suite 1220
Schaumburg, IL 60173

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Bradley Underwood Work History

Bradley has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

World Equity Group, Inc

2014 - 2015 (1 year)

Axa Distributors, LLC

2013 - 2013 (< 1 year)

Axa Distributors, LLC

2013 - 2014 (1 year)

Axa Advisors, LLC

*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 Bradley Underwood 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started