Lindsay Ann Black

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

• 03/2015 → 01/2018
  Wells Fargo Clearing Services, Llc
  Missoula, MT
• 05/2019 → 12/2020
  Rowland Carmichael Advisors, Inc.
  Scottdale, AZ
• 01/2018 → 05/2019
  Wells Fargo Bank, N.A.
  Scottsdale, AZ
• 01/2021 → 03/2022
  Mercer Global Advisors Inc.
  Scottsdale, AZ
• 03/2022 → 04/2024
  Mercer Global Advisors Inc.
  Scottsdale, AZ
• 04/2024 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2021-05-13 → 2024-05-07
  Mercer Global Advisors Inc.
  Scottsdale, AZ
  Scottsdale, AZ
• 2019-08-09 → 2021-03-30
  Rowland Carmichael Advisors Inc
  Scottsdale, AZ
• 2016-07-28 → 2019-05-23
  Wells Fargo Clearing Services, Llc
  Missoula, MT
  Superior, MT
  Billings, MT
  Missoula, MT
  Missoula, MT
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. Non-Variable Insurance; Investment Related; 350 W Washington St., Suite 301, Tempe AZ 85251; Non-Variable Insurance Sales; Insurance Agent; 4/30/2024; 1 hour per month; 0 hours during trading hours; Licensed to sell Non-Varible Insurance products - Not currently selling; however, May do so in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-20
• S63 Uniform Securities Agent State Law Examination
  2015-08-03

Other Names

• Lindsay Black