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EB

Ellen E. Baker

WORLD EQUITY GROUP
Irvine, CA 92618
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CRD#: 5561067
EB

Professional summary


Ellen Eileen Baker, who also goes by Ellen Eileen Baker Wright, is a registered financial professional currently at WORLD EQUITY GROUP, INC. located in Irvine, California.

Ellen is registered as a RR (Registered Representative) and started their career in finance in 2008. Ellen has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ellen Eileen Baker Wright

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ellen Eileen Baker'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

October 13, 2017 - Present

WORLD EQUITY GROUP, INC.

Office #1: 15520 Rockfield Blvd Suite G, Irvine, CA 92618
RIA
BD
CRD#: 29087
Irvine, CA
Past

April 17, 2014 - November 27, 2017

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
IRVINE, CA
Past

April 14, 2011 - October 31, 2012

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
IRVINE, CA
Past

August 6, 2010 - February 28, 2011

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
IRVINE, CA
Past

April 21, 2010 - July 30, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
IRVINE, CA
Past

September 23, 2008 - December 24, 2009

MAIN STREET SECURITIES, LLC

BD
CRD#: 47127
IRVINE, CA

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".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

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

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

RR
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

RR
California
(10/13/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 10/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY

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

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


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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)

Direct owners and executive officers


NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management


Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures


Regulatory Event12

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.

Company Information


WORLD EQUITY GROUP, INC.

CRD#: 29087Irvine, CA 92618

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