Edward Nigel Walters
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$71.6BFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- World Investment Advisors, LLCOct 2025 to now
- World Investments, LLCOct 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Oct 2025
- Lincoln Financial Advisors & Securities / Osaic Fa & FsMay 2022 to Feb 2025
- Lincoln Financial Advisors / Osaic FaApr 2019 to Feb 2025
- Lincoln Financial Securities / Osaic FsApr 2019 to Feb 2025
- T. Rowe PriceApr 2015 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2391434
- Firm CRD
- 208512