Kevin
Hale
World Equity Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Hale is a financial advisor operating out of Schaumburg, Illinois with 3 years of industry experience. Hale is an advisor for World Equity Group, Inc. During their career, Hale has held roles at Advanced Booting Services, Taylor Capital Management, Outback Steakhouse, Boss Ladies Gastropub, World Equity Group, 3 Mentors, Tcm Securities, Inc and Ifs Securities, Inc. Hale maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. World Equity Group, Inc is a financial advisory firm that has its headquarters in Schaumburg, IL. The firm has offices in 46 locations and a total of 152 advisors. It controls $1 billion in total assets across its 4,884 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The advisory firm performs a number of services, including 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 usually vary depending on which service is provided. However, fee types billed by World Equity Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$1,007,567,933
152
4,884
$206,300
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
Kevin Hale Work History
Kevin has been registered as a financial advisor for 3 years.*
Boss Ladies Gastropub
World Equity Group
Outback Steakhouse
Tcm Securities, Inc
3 Mentors
Ifs Securities, Inc
Taylor Capital Management
Advanced Booting Services
*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 Kevin Hale 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
Southbridge, MA
Schaumburg, IL
Schaumburg, IL
Schaumburg, IL
Schaumburg, IL
Schaumburg, IL
Morristown, NJ
Manasquan, 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.
