Donald Roy
Donald Roy is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Bedford, NH, with 40 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
2 Commerce Drive, Suite 207, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald researches non-variable life insurance products, works as an independent contractor for Boston Harbor Wealth Advisors, refers clients to Medicare Backoffice, and teaches at Merrimack High School adult education. All activities require minimal time commitment.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
World Investments, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Boston Harbor Wealth Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Investors Brokerage Services, INC.Broker
Commonwealth Equity Services, INC.Broker
The Planner's Securities Group, INC.Broker
Commonwealth Equity Services, INC.Broker
American Capital Financial Services, INC.Broker
First American National Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.