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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-09 |
Branch Locations
Forked River, NJ • United States
437 Newman Springs Rd., Lincroft, NJ 07738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfs Insurance Agency | Lincroft | NJ | 06/1998 | Present |
| World Investments, Llc | Lincroft | NJ | 01/1999 | Present |
| World Investment Advisors | Santa Barbara | CA | 06/2025 | Present |
1.TFS INSURANCE AGENCY; 437 NEWMAN SPRINGS ROAD LINCROFT, NJ 07738; Non-Variable Insurance Sales; Insurance Agent; 1/1/2024; 40 hours per month; 20 hours during trading hours; Sales and service of non-variable insurance and annuity products. 2. Ocean County Vocational School; Investment Related; 137 Bey Lea Rd Toms River, NJ 08753; This is a Presentation on Basic Financial and Retirement Planning Fundamentals taught in a classroom setting. This is a nationally presented curriculum through our agreement with Broadridge who provide the course content; Adult Education Instructor; 3/11/2026; 1 hour per month; 0 hours during trading hours; Delivers classroom-based instruction on financial strategies for retirement planning. Responsibilities are limited to general education and discussion of financial concepts; no individualized investment advice, securities transactions, or client solicitation are conducted.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-16 |
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