Carole Trnka
Investment adviser representative at World Investment Advisors, LLC
11 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
11 years in the industry.
- World Investment Advisors, LLCOct 2025 to now
- World Investments, LLCMay 2023 to now
- Verify InspectionsMar 2023 to May 2023
- TestequityJan 2021 to Mar 2023
- Interworld HighwayMar 2019 to Jan 2021
- Dunkin DonutsMar 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7749529
- Firm CRD
- 208512