Sean Robert Mccann
Investment adviser representative at World Investment Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$71.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- World Investment Advisors, LLCJul 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- Sean MccannDec 2017 to now
- Gps Financial Management, Inc.Jul 2017 to now
- Raymond James Financial Services Advisors Inc.Jun 2017 to Jun 2024
- Raymond James Financial Services, Inc.May 2017 to Jun 2024
- Commonwealth Financial NetworkJul 2003 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1459677
- Firm CRD
- 208512