Conor Patrick Ussery
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCFeb 2021 to now
- Pensionmark Financial Group, LLCJan 2021 to now
- Pensionmark Financial Group, LLCApr 2020 to Dec 2020
- Clemson UniversitySep 2019 to Mar 2020
- Medalist CapitalMay 2019 to Aug 2019
- Clemson UniversitySep 2018 to Apr 2019
- Pensionmark Financial Group, LLCMay 2018 to Aug 2018
- Trump National Golf CourseApr 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7269513
- Firm CRD
- 208512