Barry Link
Barry Link is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 48 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2016Regulatory
June 2004Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Barry is an independent contractor for Abacus Life Settlements, LLC, assisting seniors with policy settlements, dedicating minimal time. Barry also sells fixed life insurance as an agent/broker, dedicating minimal time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Ogilvie Security Advisors CorporationBroker
American General Securities IncorporatedBroker
Federation for Financial IndependenceBroker
Uslife Equity Sales CORP.Broker
Titan Capital CorporationBroker
Uslife Equity Sales CORP.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.