Gregory James King
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 Investment Advisors, LLCJun 2026 to now
- Johnson BankAug 2023 to Jun 2026
- Johnson Wealth IncAug 2023 to Jun 2026
- Charles Schwab BankNov 2017 to Jul 2023
- Charles Schwab and CoMar 2015 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6409663
- Firm CRD
- 208512