Lee Ann Fatalo
Investment adviser representative at World Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
11 years in the industry.
- World Investment Advisors, LLCJun 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, LLCJun 2024 to now
- Boston Harbor Wealth AdvisorsJan 2020 to now
- Raymond James Financial Services Advisors, Inc.Jan 2020 to Jun 2024
- Raymond James Financial Services, Inc.Jan 2020 to Jun 2024
- MML Investors Services, LLCMar 2017 to Jan 2020
- Metlife Securities Inc.Jan 2015 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 3197513
- Firm CRD
- 208512