Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
Branch Locations
19800 Macarthur Boulevard, Ste 800, Irvine, CA 92612 • United States
Vista, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Labrum Wealth Management, Llc | Carlsbad | CA | 08/2016 | 08/2017 |
| Unemployed | Vista | CA | 08/2017 | 07/2018 |
| Principal Life Insurance Company | San Diego | CA | 07/2018 | 09/2021 |
| Principal Securities, Inc. | San Diego | CA | 07/2018 | 09/2021 |
| Marsh & Mclennan | San Diego | CA | 09/2021 | 01/2022 |
| Principal Life Insurance Company | Vista | CA | 02/2022 | 11/2024 |
| Principal Securities, Inc. | Vista | CA | 03/2022 | 11/2024 |
| World Investment Advisors | Santa Barbara | CA | 01/2025 | Present |
Rental Property; Investment Related; Greensburg, Indiana; Rental Properties; Owner; 3/25/2007; 8 hours per month; 0 hours during trading hours; Own five rental properties. Work with the property manager to handle repairs, capital improvements and leasing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
| S66 | Uniform Combined State Law Examination | 2011-01-13 |
Reach out to this advisor