Jeffrey Seymour
Jeffrey Seymour is a registered investment advisor at World Investment Advisors, LLC, based in St Simons Island, GA, with 27 years of industry experience. Jeffrey 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
St Simons Island, GA
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 →Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Financial Telesis INCBroker
Db3 Securities, INC.Broker
Sunamerica Capital Services, INC.Broker
MML Investors Services, INC.Broker
Pan-American Financial AdvisersBroker
Sentry Equity Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fortis Investors, INC.Broker
State Registrations1 state
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.