Majesty Cruz
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- World Investments, Inc.Sep 2025 to now
- World Investment Advisors, LLCJun 2025 to now
- Pensionmark Securities, LLCJun 2025 to now
- UnemployedApr 2025 to Jun 2025
- Osaic Wealth, Inc.Jan 2025 to Apr 2025
- Lincoln Financial Advisors CorporationMar 2024 to Feb 2025
- Lincoln Financial Securities CorporationMar 2024 to Feb 2025
- Parkland Securities, LLCAug 2022 to Mar 2024
- Sigma Financial CorporationAug 2022 to Mar 2024
- Educational Testing ServiceFeb 2016 to Aug 2022
- The Vanguard Group, Inc.Jun 2015 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6507218
- Firm CRD
- 208512