Robert Recchia
Robert Recchia is a ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in San Diego, CA, with 51 years of industry experience. Robert 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
13475 Danielson Street, San Diego, CA, 92064
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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 →Other Business ActivitiesSells Insurance
Robert is the President and CEO of California Corporate Benefits Insurance Services, an employee benefits insurance brokerage and consulting firm, since 1984, dedicating about three-quarters of his time. He is also a Vice President at Patriot Growth Insurance Services, selling and servicing employee benefits and property & casualty insurance, dedicating about half his time.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
California Corporate Advisors
Sharmarc Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.