Ryan A. Akers

WORLD EQUITY GROUP

Bozeman, MT 59715

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CRD#: 4779549

Professional summary

Ryan Andrew Akers, who also goes by Ryan A. Akers, Ryan Akers, is a registered financial professional currently at WORLD EQUITY GROUP, INC. located in Bozeman, Montana.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2004. Ryan has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ryan A. Akers | Ryan Akers

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.

(1)Name of Business: Gabrielle Financial Address: The Shoppes of Citrus Hills, Hernando, FL, 34442-5123, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Independent Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Andrew Akers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2024 - Present

WORLD EQUITY GROUP, INC.

Office #1: 2485 Manley Rd, Bozeman, MT 59715

RIA

CRD#: 29087

Bozeman, MT

Past

April 7, 2023 - February 22, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

April 6, 2023 - February 22, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

September 7, 2022 - April 11, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Hernando, FL

Past

August 17, 2022 - April 11, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HERNANDO, FL

Past

January 24, 2022 - August 29, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

DELRAY BEACH, FL

Past

January 14, 2022 - August 29, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

DELRAY BEACH, FL

Past

November 9, 2018 - November 3, 2020

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

February 2, 2015 - October 29, 2018

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

Past

June 24, 2014 - January 29, 2015

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

July 16, 2013 - June 3, 2014

SAMMONS FINANCIAL NETWORK, LLC

CRD#: 158538

WEST DES MOINES, IA

Past

February 17, 2011 - December 22, 2011

KBS CAPITAL MARKETS GROUP LLC

CRD#: 132299

NEWPORT BEACH, CA

Past

November 9, 2004 - January 24, 2011

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

RICHMOND, VA

Past

August 3, 2004 - January 6, 2005

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/6/2024)

Arizona
(11/6/2024)

Arkansas
(11/6/2024)

California
(3/28/2024)

Delaware
(4/15/2025)

Florida
(2/26/2024)

Georgia
(4/15/2025)

Hawaii
(4/15/2025)

Illinois
(4/15/2025)

Indiana
(4/15/2025)

Kansas
(11/6/2024)

Kentucky
(4/15/2025)

Louisiana
(11/6/2024)

Maryland
(4/15/2025)

Mississippi
(11/6/2024)

Missouri
(11/6/2024)

Nebraska
(4/15/2025)

North Carolina
(4/15/2025)

North Dakota
(11/6/2024)

Ohio
(4/16/2025)

Oklahoma
(11/6/2024)

South Carolina
(4/15/2025)

South Dakota
(11/6/2024)

Tennessee
(4/15/2025)

Texas
(11/6/2024)

Virginia
(4/15/2025)

West Virginia
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/27/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

425 N Martingale Road Suite 1220, Schaumburg, IL 60173

Mailing Address

425 N Martingale Road Suite 1200, Schaumburg, IL 60173

Phone number

(847) 342-1700

Established

Illinois since 09/13/1991

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

170

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)

WORLD EQUITY GROUP ADV PART II (5/20/2025)

REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

Name	Position	CRD#
WENTWORTH MANAGEMENT SERVICES, LLC	OWNER
DUDAS, STEPHEN STANLEY	PRESIDENT	4820047
GOULD, CRAIG MICHAEL	CHIEF EXECUTIVE OFFICER	2367293
LISHCHYNSKY, MARK JOHN JR	CHIEF OPERATING OFFICER	2478952
WEBB, WILLIAM DUDLEY JR	CHIEF COMPLIANCE OFFICER	1256777

Regulatory assets under management

Total Number of Accounts	3,151
AUM (Assets Under Management)	$ 944,844,374

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan A. Akers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Andrew Akers's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

SYMETRA SECURITIES, INC.

CAPITAL BROKERAGE CORPORATION

SAMMONS FINANCIAL NETWORK, LLC

KBS CAPITAL MARKETS GROUP LLC

CAPITAL BROKERAGE CORPORATION

FIRST CLEARING, LLC

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/2021

Series 63

Date: 11/22/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2004

FINRA

Current Firm

WORLD EQUITY GROUP, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD EQUITY GROUP, INC.

TRUST BUT VERIFY

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