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David Albert Camper

World Investment Advisors, LLC

Roanoke, VA

Lincroft, NJ

CRD 2942105

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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:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-06-09
  • VA RA
    APPROVED
    Since 2015-06-09

Branch Locations

725 Wildwood Road, Roanoke, VA 24014 • United States

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pensionmark Financial Group, Llc Santa Barbara CA 05/2015 Present
  • 05/2015 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
  • 2011-11-21 → 2015-06-10
    Independent Financial Partners
    Roanoke, VA
    Roanoke, VA
    Roanoke, VA
  • 2009-04-06 → 2011-11-21
    Capfinancial Securities, Llc.
    Roanoke, VA
    Raleigh, NC
  • 2005-03-08 → 2009-05-07
    Dixon, Hubard, Feinour & Brown, Inc.
    Roanoke, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-11-13
S65 Uniform Investment Adviser Law Examination 2005-03-07
  • S63 Uniform Securities Agent State Law Examination
    2009-11-13
  • S65 Uniform Investment Adviser Law Examination
    2005-03-07

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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