Tuyen Le Pham

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

• 02/2016 → Present
  World Investment Advisors, Llc
  Santa Ana, CA
• 09/2017 → 11/2025
  Pensionmark Securities, Llc
  Santa Ana, CA
• 10/2025 → Present
  World Investments, Inc.
  Newport Beach, CA

Previous Registrations

• 2015-12-28 → 2016-02-25
  Signator Investors, Inc.
  Santa Ana, CA
• 2013-05-21 → 2015-12-28
  Signator Financial Services, Inc.
  Santa Ana, CA
  Fountain Valley, CA
  Bellevue, WA

Other Businesses

1) American Retirement Association; Non-Investment Related; Advisory Board to increase diversity in our industry and retirement access for minorities; Diversity Advisor; 3/1/2022; 5 hours per month; 5 hours during trading hours; ARA would like to get more minorities into our business and increase access for minorities to retirement plans. I do research and give my opinions on Asians.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-20
• S63 Uniform Securities Agent State Law Examination
  1997-05-05