Suzanne Covert Wagner
Investment adviser representative at World Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$71.6BFirm assets
11 yearsFirm in business
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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 Investment Advisors, LLCJun 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- Boston Harbor Wealth AdvisorsJun 2021 to now
- Patterson & AssociatesJun 2021 to now
- Patterson Turner & Associates LLCJun 2021 to now
- Raymond James Financial ServicesJun 2021 to Jun 2024
- Raymond James Financial Services AdvisorsJun 2021 to Jun 2024
- Ameriprise Financial Services, IncAug 2018 to Jun 2021
- UnemployedFeb 2018 to Jul 2018
- Children's Hunger AllianceSep 2017 to Jan 2018
- Cuso Financial Services, LPMar 2015 to Sep 2017
- Kemba Financial Credit UnionMar 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
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
- 6038684
- Firm CRD
- 208512