DC
DC

David Camper

21 Years of Experience
Roanoke, VA

David Camper is a registered investment advisor at World Investment Advisors, LLC, based in Roanoke, VA, with 21 years of industry experience. David 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.

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Location

725 Wildwood Road, Roanoke, VA, 24014

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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.

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Employment History
Current Registrations
World Investment Advisors, LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Independent Financial Partners
November 2011 - June 2015 · 3 yrs 7 mos
Captrust Financial Advisors
April 2009 - November 2011 · 2 yrs 7 mos
Dixon, Hubard, Feinour & Brown, INC.
March 2005 - May 2009 · 4 yrs 2 mos
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.
David Camper - Financial Advisor | TrueAdvisor