James David Vanke

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

• 06/2015 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 12/2014 → Present
  Synergy Financial Services
  Atlanta, GA
• 07/2015 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Alpharetta, GA

Previous Registrations

• 2014-05-07 → 2015-07-09
  Independent Financial Partners
  Dunwoody, GA
• 2011-09-23 → 2014-05-01
  Commonwealth Financial Network
  Alpharetta, GA
• 2003-07-23 → 2005-02-10
  International Management Associates, Llc
  Atlanta, GA
• 2003-03-03 → 2003-04-17
  Ameriprise Financial Services, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-09-15