Eduardo Badillo Garza

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

• 05/2009 → 09/2022
  Stancorp Equities, Inc.
  Austin, TX
• 06/2009 → 09/2022
  Stancorp Investment Advisers, Inc.
  Austin, TX
• 01/2010 → 09/2022
  Standard Retirement Services
  Austin, TX
• 09/2022 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 09/2022 → Present
  Pensionmark Financial Group
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Garden Ridge, TX

Previous Registrations

• 2009-06-29 → 2022-09-27
  Stancorp Investment Advisers, Inc.
  Austin, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-23
• S63 Uniform Securities Agent State Law Examination
  2004-10-28

Other Names

• Eddie Badillo Garza