Sean Mccann
Sean Mccann is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Westborough, MA, with 36 years of industry experience. Sean 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
1400 Computer Drive, Suite 201, Westborough, MA, 01581
Get directionsHistory
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
Sean sells non-variable insurance and annuity products as an insurance agent since 2017, dedicating minimal time to this activity. He also works as an independent contractor for Boston Harbor Wealth Advisors, spending minimal time as a CFP.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Financial Foundations, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.Broker
Quick & Reilly, INC.Broker
Commonwealth Financial NetworkBroker
Fisco Equity, INC.Broker
American Capital CorporationBroker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
First Investors CorporationBroker
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.