Best Investors
Account
Sign in
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 | 2024-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Investor Services, Inc. | Edison | NJ | 05/1999 | 05/2020 |
| Foresters Financial Services, Inc. | Edison | NJ | 12/2003 | 05/2020 |
| Tfs Securities, Inc | Lincroft | NJ | 01/2021 | Present |
| Unemployed | Belford | NJ | 06/2020 | 12/2020 |
| Pensionmark Financial Group | Lincroft | NJ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
Reach out to this advisor