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Timothy John Layton

World Equity Group, Inc.

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About Timothy John Layton

Timothy John Layton is a financial advisor with World Equity Group, Inc. Timothy has been in the financial industry since March 9, 2011 and is registered with FINRA. Timothy is located in Bozeman, MT and has experience in a variety of financial services, including investment management, financial planning, and retirement planning. Timothy holds the Series 6 and SIE licenses.

Firm Information

Timothy Layton 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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Timothy Layton’s Registration & Firm History

MT

01/04/2024 - Present

World Equity Group, Inc. (Bozeman MT)

CO

07/03/2018 - 12/31/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

VA

11/21/2008 - 03/18/2016

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy John Layton.
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