Nabih George Nabti

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

• 11/2007 → 02/2020
  Westminster Financial Securities, Inc
  Dayton, OH
• 02/2020 → Present
  Potomac Financial Services, Inc.
  Reston, VA
• 11/2007 → 02/2020
  Westminster Financial Securities, Inc
  Dayton, OH
• 11/2007 → 02/2020
  Westminster Financial Securities, Inc
  Dayton, OH
• 12/2023 → Present
  Pensionmark Financial Group
  Santa Barbara, CA

Previous Registrations

• 2020-02-25 → 2023-12-31
  Potomac Financial Services, Inc.
  Falls Church, VA
  Reston, VA
• 2007-11-28 → 2020-03-06
  Westminster Financial Advisory Corp
  Beavercreek, OH
  Reston, VA
• 2003-02-14 → 2007-11-19
  Capitol Securities Management, Inc.
  Reston, VA
  Hickory, NC
  Reston, VA
  Glen Allen, VA

Other Businesses

1. Nabti Financial Services; Non-Investment Related; 11874 Sunrise Valley Drive, Suite 201,Reston, VA 20191 ; Life, Health & Annuities; Insurance Agent; 10/12/2015; 5 hours per month; 5 hours during trading hours; Servicing of Term Life, Health & Fee-Based Variable Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-31
• S63 Uniform Securities Agent State Law Examination
  1986-02-26

Designations

• Certified Financial Planner

Other Names

• George Nabti
• Nabih George Nabti
• N George Nabti
• George Nabbi