Mark Kenneth Lessner
Investment adviser representative at World Investment Advisors, LLC
34 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
34 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
- Raymond James Financial Services Advisors Inc.Mar 2018 to Jun 2024
- Raymond James Financial Services, Inc.Apr 2017 to Jun 2024
- Boston Harbor Wealth Advisors, LLCApr 2017 to Oct 2018
- Ameriprise Financial Services, Inc.Dec 1992 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
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
- 2265668
- Firm CRD
- 208512