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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenders | Marlton | NJ | 01/1987 | 05/2023 |
| Tfs Securities, Inc. | Lincroft | NJ | 10/1993 | Present |
1. World Insurance Agency; Investment Related; 910 Melrose Ave, Elkins Park, PA 19027; Non-Variable Insurance Sales; Insurance Agent; 10/11/1993; 2 hours per month; 0 hours during trading hours; Sales and service of Non-Variable Insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-18 |
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