David Michael Vaughan
Investment adviser representative at World Investment Advisors, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- World Investments, Inc.Oct 2025 to now
- World Investment Advisors, LLCJul 2019 to now
- Pensionmark Financial Group, LLC dba Clearview 401(k) ConsultantJul 2019 to now
- Pensionmark Securities, LLCJul 2019 to now
- Clearview 401(k) Consultants, Inc.Oct 2011 to now
- Securities America, Inc.Oct 2017 to Jun 2019
- National Planning CorporationApr 2009 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4747122
- Firm CRD
- 208512