William Dudley Webb Jr
Professional Summary
William Dudley Webb JR, who also goes by William D Webb Jr, William D Webb, is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Schaumburg, Illinois and BENEFIT FUNDING SERVICES, LLC located in Frankfort, Illinois. William is registered as a RR (Registered Representative) and started their career in finance in 1989. William has worked at 24 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William D Webb Jr, William D Webb
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
CABOT LODGE SECURITIES LLC | WENTWORTH CAPITAL MARKETS | PRIME UNITED SECURITIES LLC
Contact Information
Main Address
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Mailing Address
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Phone Number
(212) 388-6200Established
Delaware since 10/21/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
2Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/3/2020)
(7/7/2025)
(1/8/2020)
(1/3/2020)
(1/3/2020)
(1/5/2020)
(1/2/2020)
(1/8/2020)
(1/8/2020)
(1/3/2020)
(1/3/2020)
(1/10/2020)
(1/3/2020)
(11/1/2019)
(1/3/2020)
(1/6/2020)
(1/3/2020)
(1/8/2020)
(1/3/2020)
(1/2/2020)
(1/2/2020)
(3/11/2025)
(1/6/2020)
(1/2/2020)
(1/6/2020)
(8/30/2022)
(1/2/2020)
(4/12/2024)
(3/21/2024)
(1/3/2020)
(1/2/2020)
(1/3/2020)
(1/3/2020)
(3/21/2024)
(1/6/2020)
(1/2/2020)
(1/7/2020)
(1/2/2020)
(3/21/2024)
(1/13/2020)
(1/8/2020)
(1/6/2020)
(1/2/2020)
(4/19/2023)
(1/2/2020)
(1/2/2020)
(1/2/2020)
(1/7/2020)
(3/21/2024)
(1/2/2020)
(5/1/2024)
(1/2/2020)
(4/10/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Dudley Webb JR's CRS (Customer Relationship Summary).
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