Charles Robert Taylor

World Equity Group, INC.

17 Years of Experience

3 DisclosuresBrokerSells 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 (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2023

Settled

Criminal

February 1989

Final Disposition

Criminal

March 1986

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles is a part-time musician, youth hockey program coordinator, IT tech consultant, and provides bookkeeping services. He is also an insurance agent selling life, accident, health, and disability insurance products, and operates under the DBA Medicare Advisors.