George Warburg
Investment adviser representative at World Investment Advisors, LLC
10 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
10 years in the industry.
- World Investments, Inc.Oct 2025 to now
- World Investment Advisors, LLCApr 2023 to now
- Pensionmark Securities, LLCApr 2023 to Oct 2025
- LPL Financial LLCJan 2021 to Apr 2023
- Ameriprise Financial Services LLCJan 2021 to Jan 2021
- Wells Fargo Clearing Services, LLCJul 2018 to Jan 2021
- Metalor TechnologiesApr 2017 to May 2018
- UnemploymentMay 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 6715402
- Firm CRD
- 208512