World Equity Group, Inc
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About this Advisor
Patrick Carroll is a financial advisor operating out of Schaumburg, Illinois with a total of 11 years of industry experience. Carroll currently works for World Equity Group, Inc. They have worked at World Equity Group, Inc for the entirety of their career. Carroll holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Florida, Hawaii, Oregon, Pennsylvania, Texas, Utah, Washington and West Virginia. World Equity Group, Inc is a financial advisory firm headquartered in Schaumburg, IL. The investment advisory business has offices in 46 locations and a total of 152 advisors. It controls $1 billion in assets across its 4,884 accounts, making it one of the bigger firms in the nation by assets under management. World Equity Group, Inc provides a wide assortment 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 for financial advisory services usually depend on which service is provided. However, fee types charged by World Equity Group, Inc may 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
Patrick Carroll Work History
Patrick has been registered as a financial advisor for 11 years.*
World Equity Group
*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 Patrick Carroll 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 firstname.lastname@example.org.
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