Brian Alexander Sullivan

World Investment Advisors, LLC

38 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

World Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

351 advisors

Number of Clients

17,488 clients

Average Client Portfolio

$3.2M average

Assets Under Management

$56.3B

Fee Structure

Location

1055 Westlakes Drive, Suite 130, Berwyn, PA, 19312

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History

Regulatory History (2)

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Criminal

August 1979

Final Disposition

Criminal

March 1978

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is an agent/owner of Insurance Sullivan & Company since 1987, spending significantly more than full-time hours per month. He is also a life insurance agent appointed with various companies and an IAR associated with Wealth Advisory Group RIA, dedicating a few hours per week to this.