Lisa Sue Weaver
Investment adviser representative at World Capital Advisors, LLC
26 yearsExperience
1 stateRegistered in
$72MFirm assets
12 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
Experience
26 years in the industry.
- World Capital Advisors, LLCApr 2011 to now
- Fleck & AssociatesJan 2001 to now
- Pennsylvania State UniversityJan 2000 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
World Capital Advisors, LLC
$72MAssets managed
49Clients
3Advisers
12 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
- 2557637
- Firm CRD
- 135941