Paul J. Phelan
Investment adviser representative at World Investment Advisors, LLC
23 yearsExperience
2 statesRegistered 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 Investments, Inc.Oct 2025 to now
- World Investment Advisors, LLCSep 2020 to now
- Pensionmark Financial Group, LLCSep 2020 to now
- Pensionmark Securities, LLCSep 2020 to now
- AssuredpartnersApr 2020 to now
- Global Retirement PartnersSep 2014 to Aug 2020
- LPL Financial LLCSep 2014 to Aug 2020
- Early, Cassidy & Schilling, LLCSep 2003 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 4497717
- Firm CRD
- 208512