Mark Duran

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

• 08/2016 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 08/2016 → 09/2017
  Capfinancial Securities, Llc.
  Santa Barbara, CA
• 09/2017 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Santa Barbara, CA

Previous Registrations

• 2012-04-12 → 2016-08-08
  Independent Financial Partners
  Tampa, FL
• 2009-02-25 → 2012-04-04
  Invest Financial Corporation
  Appleton, WI
  Miami, FL
  Orlando, FL
  Plantation, FL
  Tampa, FL
  N. Miami, FL
  Valrico, FL
  Miami, FL
  Kissimmee, FL
  Maitland, FL
  Clearwater, FL
  Oldsmar, FL
  Coral Gables, FL
• 2007-07-26 → 2009-02-13
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
  Clearwater, FL
• 2005-09-08 → 2006-02-24
  Gunnallen Financial, Inc
  Tampa, FL

Other Businesses

1. FINRA; INVESTMENT RELATED; LOCATIONS DETERMINED BY FINRA; REGULATOR; FINRA ARBITRATOR; 06/15/2012; 1%; 1%; WILL SIT ON PANEL THAT RENDERS OUTCOME IN ARBITRATIONS 2. Expert Witness; Investment Related; Conduct research and give testimony. Business is not related to the RIA or B/D. Expert Witness; 3/21/2022; 5 hours per month; 0 hours during trading hours; Conduct research and give testimony. This activity will not constitute investment advice.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-09

Designations

• Chartered Financial Analyst

Other Names

• Mark Christopher Duran