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Kera Kristine Hunsaker

World Investment Advisors, LLC

San Francisco, CA

CRD 7098079

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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 2025-10-17
  • CA RA
    APPROVED
    Since 2025-10-17

Branch Locations

San Francisco, CA • 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
World Investment Advisors, Llc Santa Barbara CA 05/2019 Present
Woodstocks Pizza Isla Vista Isla Vista CA 08/2018 12/2019
Cvs San Ramon CA 06/2017 08/2018
Dublin High School Dublin CA 08/2013 06/2017
  • 05/2019 → Present
    World Investment Advisors, Llc
    Santa Barbara, CA
  • 08/2018 → 12/2019
    Woodstocks Pizza Isla Vista
    Isla Vista, CA
  • 06/2017 → 08/2018
    Cvs
    San Ramon, CA
  • 08/2013 → 06/2017
    Dublin High School
    Dublin, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05

View on SEC IAPD

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