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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 03/2007 | Present |
| Today For Tomorrow | Harrisburg | PA | 06/2006 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
TFT FINANCIAL & ESTATE SERVICES: TODAY FOR TOMORROW, INC. 2030 CHURCH ROAD, HUMMELSTOWN, PA 17036 INSURANCE AGENT - 4/1/2007 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 6/1/2006 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 2 HRS MONTH/0 HRS MONTH DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-09 |
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