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Evan Fisher Boger

World Investment Advisors, LLC

Birmingham, AL

CRD 7413932

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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
CA RA APPROVED 2026-01-02
AL RA APPROVED 2024-10-21
  • CA RA
    APPROVED
    Since 2026-01-02
  • AL RA
    APPROVED
    Since 2024-10-21

Branch Locations

Birmingham, AL • 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
Pensionmark Securities, Llc Santa Barbara CA 09/2021 Present
Westmont College Santa Barbara CA 09/2018 05/2021
Planmember Financial Corporation Carpinteria CA 05/2021 09/2021
Student Santa Barbara CA 09/2012 08/2018
Pensionmark Financial Group, Llc Santa Barbara CA 09/2021 Present
World Investments, Inc. Santa Barbara CA 10/2025 Present
  • 09/2021 → Present
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 09/2018 → 05/2021
    Westmont College
    Santa Barbara, CA
  • 05/2021 → 09/2021
    Planmember Financial Corporation
    Carpinteria, CA
  • 09/2012 → 08/2018
    Student
    Santa Barbara, CA
  • 09/2021 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 10/2025 → Present
    World Investments, Inc.
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-04
  • S66 Uniform Combined State Law Examination
    2023-10-04

View on SEC IAPD

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