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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfs Securities, Inc. | Lakewood | NJ | 06/1988 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-18 |
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