Brian Alan Minkler

World Investment Advisors, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

World Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

351 advisors

Number of Clients

17,488 clients

Average Client Portfolio

$3.2M average

Assets Under Management

$56.3B

Fee Structure

Location

Redondo Beach, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

World Investment Advisors, LLC

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Pensionmark Securities, LLCBroker

March 2021 - November 2024 · 3 yrs 8 mos

Adp Broker-Dealer, INC.Broker

May 2015 - January 2021 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.