William Clay Kendall
Investment adviser representative at World Investment Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$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
15 years in the industry.
- World Investments, Inc.Oct 2025 to now
- Pensionmark Securities, LLCOct 2022 to now
- World Investment Advisors, LLCAug 2015 to now
- Pensionmark Financial Group, LLC Dba/wealthpathJul 2015 to now
- Wealthpath Investment AdvisorsMay 2011 to now
- St Bernard Financial Services, IncMay 2018 to Oct 2022
- Pensionmark Securities, LLCSep 2017 to May 2018
- Capfinancial Securities, LLCJul 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 4623401
- Firm CRD
- 208512