Clayton Boone
Investment adviser representative at World Investment Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$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
12 years in the industry.
- World Investment Advisors, LLCFeb 2023 to now
- Ring the Bell CoachingJun 2022 to Feb 2023
- Brighton JonesDec 2020 to Jun 2022
- Austin AssetMar 2019 to Oct 2020
- Dimensional Fund AdvisorsMay 2014 to Mar 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 5335696
- Firm CRD
- 208512