Shannon Helman
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.Oct 2025 to now
- World Investment Advisors, LLCJan 2025 to now
- Pensionmark Securities, LLCJan 2025 to now
- Commonwealth Financial NetworkFeb 2022 to Jan 2025
- Bain CapitalJun 2020 to Feb 2022
- Commonwealth Financial NetworkMay 2019 to Aug 2019
- Providence CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7123260
- Firm CRD
- 208512