NN
CFP
NN
CFP

Nabih Nabti

40 Years of Experience
Reston, VA
Sells Insurance

Nabih Nabti is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Reston, VA, with 40 years of industry experience. Nabih 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
362 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

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.

Loading...

Location

210 East Broad St., Suite 102, Reston, VA, 22046

Get directions

History

Regulatory History
Clean regulatory record

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

Nabih is an insurance agent for Nabti Financial Services, selling life, health, and annuity products since 2015. This takes a few hours per week, including during trading hours.

Employment History
Current Registrations
World Investment Advisors, LLC
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
Potomac Financial Services, INC.
February 2020 - December 2023 · 3 yrs 10 mos
Westminster Financial Securities, INC.Broker
November 2007 - March 2020 · 12 yrs 4 mos
Westminster Financial Advisory CORP
November 2007 - March 2020 · 12 yrs 4 mos
Capitol Securities Management, INC.
February 2003 - November 2007 · 4 yrs 9 mos
Capitol Securities Management, INC.Broker
February 1990 - November 2007 · 17 yrs 9 mos
G. R. Phelps & CO., INC.Broker
February 1986 - February 1990 · 4 yrs
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.