Robert Edward Recchia

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

• 08/1986 → Present
  California Corporate Benefits Insurance
  San Diego, CA
• 11/2015 → Present
  Pensionmark Financial Group Dba California Corporate Retirement
  Santa Barbara, GA
• 11/2015 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → Present
  Pensionmark Securities, Llc
  Poway, CA

Previous Registrations

• 1997-12-19 → 2016-01-21
  Lpl Financial Llc
  San Diego, CA
• 2010-09-20 → 2012-12-07
  California Corporate Advisors
  San Diego, CA
• 1999-09-22 → 2006-12-31
  California Corporate Advisors
  San Diego, CA

Other Businesses

(1) CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES; NON INVESTMENT RELATED; 16955 VIA DEL CAMPO,SUITE 100, SAN DIEGO, CA; EMPLOYEE BENEFITS INSURANCE BROKERAGE AND CONSULTING; PRESIDENT AND CEO; 8/1984; 120 HRS MONTH; 80 HRS MONTH; LEADERSHIP, SALES MARKETING & SERVICE (2) Patriot Growth Insurance Services (DBA of California Corporate Benefits); 1/1/2019; Vice President; Employee Benefits and Property & Casualty Insurance sales and service; 80 hours per month; 60 hours during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-24

Designations

• Chartered Financial Consultant

Other Names

• Bob Recchia