David Alexander Williams
Investment adviser representative at World Investment Advisors, LLC
13 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
13 years in the industry.
- World Investment Advisors, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- Boston Harbor Wealth AdvisorsAug 2022 to now
- Zosh Williams Costa Asset Management GroupAug 2022 to now
- Raymond James Financial Services Advisors, Inc.Aug 2022 to Jun 2024
- Raymond James Financial Services, Inc.Aug 2022 to Jun 2024
- Ameriprise Financial Services, Inc.Jun 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4518010
- Firm CRD
- 208512