Robert Appleman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 12/2020
  Bb&T Retirement & Institutional Services
  Atlanta, GA
• 01/2021 → 12/2022
  Resources Investment Advisors, Llc
  Overland Park, KS
• 12/2019 → 12/2020
  Bb&T Retirement & Institutional Services
  Atlanta, GA
• 01/2023 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2021-01-19 → 2023-01-03
  Onedigital
  Overland Park, KS
  Suwanee, GA
• 2015-09-15 → 2020-12-31
  Bb&T Institutional Investment Advisers, Inc.
  Atlanta, GA
  Greenville, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-08-30

Other Names

• Rob Blaine Appleman
• Robert Blaine Appleman