DW
DW

David Williams

24 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance

David Williams is a registered investment advisor at World Investment Advisors, LLC, based in Columbus, OH, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23,021 clients with $72B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
359 advisors
Number of Clients
23,021 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$71.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.

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Location

445 Hutchinson Ave #860, Columbus, OH, 43235

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Settled
Other Business ActivitiesSells Insurance

David is an insurance agent selling life, variable annuities, and disability insurance since 2003. He dedicates minimal time to sales and service for existing clients and prospects.

Employment History
Current Registrations
World Investments, LLCBroker
July 2024 - Present · 2 yrs 3 mos
World Investment Advisors, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2022 - June 2024 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2022 - June 2024 · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
June 2013 - August 2022 · 9 yrs 2 mos
Ameriprise Financial Services, LLC
June 2013 - August 2022 · 9 yrs 2 mos
Edward Jones
January 2007 - July 2013 · 6 yrs 6 mos
Edward JonesBroker
May 2002 - July 2013 · 11 yrs 2 mos
State Registrations17 states
AKALAZCACODCFLGANCNVNYOHPASCTXVAWA
AdvisorBrokerBoth

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.
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