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Christopher T Dallas

Investment adviser representative at World Equity Group, Inc.
15 yearsExperience
1 stateRegistered in
$1BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. World Equity Group, Inc.May 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (IL).

World Equity Group, Inc.

$1BAssets managed
3,151Clients
52Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3233864
Firm CRD
29087
Advisor's SEC record (opens in a new tab)
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