William Bechtel Mack
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 Investment Advisors, LLCMar 2026 to now
- Enterprise MobilityAug 2023 to Feb 2026
- N/aAug 2022 to Aug 2023
- Pensionmark Financial Group, LLCJul 2018 to Aug 2022
- N/aMar 2018 to Jul 2018
- Mountain CellarsMay 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6987461
- Firm CRD
- 208512