Unclaimed Profile

Robert Elwood Fleck

WORLD CAPITAL ADVISORS, LLC·DENVER, Colorado

Series 7, Series 63, Series 65Clean record34 years registeredWORLD CAPITAL ADVISORS, LLC

1636 LOGAN STREET, DENVER, CO 80203CRD# 1348735Firm CRD# 135941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Elwood Fleck · DENVER, CO

Registration

CRD #1348735 · WORLD CAPITAL ADVISORS, LLC · 34 years registered

Brand Profile

Not yet started

Career History

WORLD CAPITAL ADVISORS, LLC

May 2007 – present

1717 CAPITAL MANAGEMENT COMPANY

Sep 1991 – May 2007

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 19, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD CAPITAL ADVISORS, LLC

CRD 135941 · SEC 801-79761

AUM

$57M

Regulatory assets under management

Employees

60 client accounts

Services offered by WORLD CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORLD CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Elwood Fleck offer?

Robert Elwood Fleck specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Robert Elwood Fleck's credentials?

Robert Elwood Fleck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Elwood Fleck located?

Robert Elwood Fleck is based in DENVER, Colorado, working with WORLD CAPITAL ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Robert Elwood Fleck charge for services?

Robert Elwood Fleck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD CAPITAL ADVISORS, LLC?

WORLD CAPITAL ADVISORS, LLC has approximately 1 employees and manages $57M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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