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Barry Neal Link

World Equity Group, Inc.

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About Barry Neal Link

Barry Neal Link is a financial advisor with over 40 years of experience in the financial services industry. Barry currently works with World Equity Group, Inc. Prior to joining World Equity Group, Inc., Barry was a registered representative with Ogilvie Security Advisors Corporation, American General Securities Incorporated and USLIFE Equity Sales Corp.. Barry holds a Series 63, Series 26, Series 6TO, Series 22TO, SIE, Series 62, and Series 1 license. Barry specializes in investment management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals. Barry also provides security ratings, selection of other advisors, and portfolio management for businesses and individuals. Barry is registered with the state of Illinois and provides investment advisory services. Barry has a proven track record of success in the financial services industry.

Firm Information

Barry Link is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Link’s Registration & Firm History

IL

07/12/2001 - Present

World Equity Group, Inc. (SCHAUMBURG IL)

IL

06/18/1999 - 06/29/2001

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

AZ

10/01/1997 - 06/16/1999

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NA

05/09/1986 - 10/01/1997

USLIFE EQUITY SALES CORP.

NY

01/04/1984 - 10/01/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

NA

02/06/1987 - 03/13/1990

FEDERATION FOR FINANCIAL INDEPENDENCE

NA

01/22/1985 - 06/05/1986

TITAN CAPITAL CORPORATION

NA

01/06/1978 - 05/02/1984

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 12/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1989

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 12/30/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Barry Neal Link. Review regulatory record here.
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