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WORLD INVESTMENT ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
SANTA BARBARA, California
·
6 registered advisors
·
CRD# 208512
SEC# 801-96193
59
888-201-5488
01
Firm Overview
AUM
$37.8B
Regulatory assets under management
Employees
324
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WORLD INVESTMENT ADVISORS, LLC
6 registered advisors
Adam Robert Enter
SANTA BARBARA, California
CRD# 5152338
Jennifer A Tanck
SANTA BARBARA, California
CRD# 4159179
Jonathan E Curley
SANTA BARBARA, California
CRD# 827148
Katherine Marie Mach
SANTA BARBARA, California
CRD# 5973447
Michael Sean Woods
SANTA BARBARA, California
CRD# 2453768
Troy Glen Hammond
SANTA BARBARA, California
CRD# 2254232
05
Office Locations
SANTA BARBARA, California
6 advisors
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Data sourced from SEC Form ADV filings. WORLD INVESTMENT ADVISORS, LLC (CRD# 208512) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.