James P. Mcquaid
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$71.6BFirm assets
11 yearsFirm in business
Are you James P. Mcquaid? Claim your profile
Contact this firm
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.
- Tfs Securities, Inc.Jun 2024 to now
- World Investment Advisors, LLCOct 2023 to now
- Pensionmark Financial GroupOct 2023 to now
- Osaic Wealth, Inc.Mar 2016 to May 2024
- Financial Solutions, LLCFeb 2016 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5742979
- Firm CRD
- 208512