Joseph Austin Hoffman
Investment adviser representative at World Investment Advisors, LLC
10 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
10 years in the industry.
- World Investment Advisors, LLCJun 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- Boston Harbor Wealth AdvisorsOct 2021 to now
- Financial Independence Advisors ('fia')Oct 2021 to now
- Raymond James Financial Services Advisors, Inc.Oct 2021 to Jun 2024
- Raymond James Financial Services, Inc.Oct 2021 to Jun 2024
- TIAAApr 2016 to Sep 2021
- TIAA-CREF Individual & Institutional Services, LLCApr 2016 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 4828349
- Firm CRD
- 208512