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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Phoenix | AZ | 05/2023 | 09/2024 |
| Cambridge Investment Research, Inc. | Phoenix | AZ | 12/2020 | 09/2024 |
| Wilmington Trust | Wilmington | DE | 06/2015 | 12/2020 |
| World Investment Advisors, Llc | Santa Barbara | CA | 09/2024 | Present |
| Pensionmark Securities | Santa Barbara | CA | 09/2024 | Present |
| World Investments, Inc. | Santa Barbara | CA | 10/2025 | Present |
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