Brittany Falk
Investment adviser representative at World Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$71.6BFirm assets
11 yearsFirm in business
Are you Brittany Falk? Claim your profile
Contact this firm
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
12 years in the industry.
- World Investment Advisors, LLCApr 2025 to now
- Pensionmark Financial GroupAug 2024 to now
- Rocket DollarApr 2021 to Aug 2024
- Austin Film FestivalJan 2019 to Mar 2021
- Austin Film FestivalApr 2018 to Nov 2018
- HebMay 2016 to Oct 2018
- Texas State UniversityAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7972572
- Firm CRD
- 208512