Donald Todd Cohen

World Equity Group, INC.

24 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

World Equity Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

3,109 clients

Average Client Portfolio

$276K average

Assets Under Management

$858.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Donald is a self-employed CPA and independent insurance agent since 1982, dedicating about half his time to these activities. He is also CEO of Med Receivables Advisor LLC, spending about half his time on medical billing, and is involved in several real estate ventures and a golf club board, requiring minimal time.

Employment History

Current Registrations

World Equity Group, INC.

November 2011 - Present · 14 yrs 3 mos

World Equity Group, INC.Broker

October 2011 - Present · 14 yrs 4 mos

Previous Registrations

Regal Securities, INC.Broker

January 2006 - November 2011 · 5 yrs 10 mos

Midamerica Financial Services, INC.Broker

October 2004 - January 2006 · 1 yr 3 mos

Regal Advisory Services, INC.

August 2004 - November 2011 · 7 yrs 3 mos

New England Securities Corporation

September 2001 - October 2004 · 3 yrs 1 mo

New England SecuritiesBroker

September 2001 - October 2004 · 3 yrs 1 mo

H.G. Wexler, INC.Broker

November 1988 - February 1989 · 3 mos

State Registrations11 states

CACTFLGAILMAMDMINJNYOH

AdvisorBrokerBoth

Exams

No exam information available for this advisor.