Best Investors Account Sign in

Anthony Trung Thien Bui

World Investment Advisors, LLC

Houston, TX

CRD 5918245

Claim This Profile
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
TX RA APPROVED 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

Branch Locations

Houston, TX • 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
Invesco Advisers, Inc. Atlanta GA 05/2014 12/2016
John Hancock Distributors Llc Boston MA 12/2016 08/2021
John Hancock Houston TX 12/2016 08/2021
Empower Financial Services, Inc. Greenwood Village CO 08/2021 03/2025
World Investment Advisors, Llc Santa Barbara CA 03/2025 Present
Pensionmark Securities Santa Barbara CA 03/2025 10/2025
World Investments, Llc Santa Barbara CA 10/2025 Present
  • 05/2014 → 12/2016
    Atlanta, GA
  • 12/2016 → 08/2021
    John Hancock Distributors Llc
    Boston, MA
  • 12/2016 → 08/2021
    John Hancock
    Houston, TX
  • 08/2021 → 03/2025
    Empower Financial Services, Inc.
    Greenwood Village, CO
  • 03/2025 → Present
    Santa Barbara, CA
  • 03/2025 → 10/2025
    Pensionmark Securities
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Llc
    Santa Barbara, CA
Previous Registrations
Other Businesses

1. Non-Variable Insurance; Investment Related; Houston, TX 77025; Non-Variable Insurance; Insurance Agent; 1/5/2017; 0 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance and annuities. Not currently selling, but may do so in the future. 2. Houston Happyland, Inc.; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent. 3. Bui Family Business Partners, LLC; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent. 4. J.V.A. Investments, LLC; Investment Related; Houston, TX 77025; Passive Real Estate Investment; Chief Financial Officer; 1 hour per month; 1 hour during trading hours; Deposit rent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-10
S66 Uniform Combined State Law Examination 2014-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-04-10
  • S66 Uniform Combined State Law Examination
    2014-05-20
Other Names
  • Anthony Trung Bui

View on SEC IAPD

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor