World Equity Group, Inc
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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
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World Equity Group, Inc Brokerage Details
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.*
World Equity Group, Inc
Axa Distributors, LLC
Axa Distributors, LLC
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.
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
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 email@example.com.
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