Veronica Kelly Mae Taylor

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

• 06/2010 → Present
  World Investment Advisors, Llc
  Lincroft, NJ
• 08/2015 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → 10/2025
  Pensionmark Securities, Llc
  Novato, CA
• 10/2025 → Present
  World Investments, Inc.
  Lincroft, NJ

Other Businesses

1. Rental Property: Non-Investment Related; Oakland, CA 94610; Real Estate - Residential; Landlord; 2/16/2026; 1 hour per month; 1 hour during trading hours; Manage the property as needed. 2. Januta Trust; Investment Related; Alamo CA 94507; Trust; Trustee; 3/1/2026; 1 hour per month; 0 hours during trading hours; Manage assets within the trust, distribute gains, dividends and interest earned to the beneficiary, review to approve or reject distribution requests based on the trust document, file taxes related to the trust. Hire and manage any outside parties to assist in managing the trust (trust attorney, asset manager etc).

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-30

Other Names

• Veronica Taylor