Brittany Falk

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

• 08/2024 → Present
  Pensionmark Financial Group
  Santa Barbara, CA
• 04/2021 → 08/2024
  Rocket Dollar
  Austin, TX
• 01/2019 → 03/2021
  Austin Film Festival
  Austin, TX
• 04/2018 → 11/2018
  Austin Film Festival
  Austin, TX
• 05/2016 → 10/2018
  Heb
  Kyle, TX
• 08/2014 → 05/2017
  Texas State University
  San Marcos, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-21