Mallory Mattox Van leeuwen
Investment adviser representative at World Investment Advisors, LLC
11 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
11 years in the industry.
- World Investments, Inc.Oct 2025 to now
- Pensionmark Securities, LLCSep 2017 to now
- World Investment Advisors, LLCAug 2015 to now
- Pensionmark Financial Group Dba/pensionmark Wealth ManagementJul 2015 to now
- Pensionmark dba Cloudbreak FinancialJun 2016 to Jun 2019
- Capfinancial Securities, LLCJul 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5202041
- Firm CRD
- 208512