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Debra Lynn Boucher

World Investment Advisors, LLC

Toms River, NJ

CRD 1849651

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

Toms River, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfs Securities, Inc. Lakewood NJ 06/1988 Present
  • 06/1988 → Present
    Tfs Securities, Inc.
    Lakewood, NJ
Other Businesses

CREATIVE FINANCIAL MANAGEMENT 211 SUPERIOR CT, TOMS RIVER, NJ 08755 INVESTMENT RELATED 6/7/1988 FINANCIAL PLANNING, INCOME TAX PREP AND NON-VARIABLE INSURANCE WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INVESTMENT RELATED INSURANCE AGENT - 10/6/2025 SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-02
S63 Uniform Securities Agent State Law Examination 1990-04-18
  • S65 Uniform Investment Adviser Law Examination
    2007-10-02
  • S63 Uniform Securities Agent State Law Examination
    1990-04-18

View on SEC IAPD

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