Nathan Otis Garrison
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$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 Investments, LLCOct 2025 to now
- World Investment Advisors, LLCJun 2023 to now
- Pensionmark Securities, LLCJun 2023 to Oct 2025
- Cambridge Investment Research Advisors, Inc.Dec 2016 to Jun 2023
- Cambridge Investment Research, Inc.Dec 2016 to Jun 2023
- UnemployedJun 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5883742
- Firm CRD
- 208512