Unclaimed
Andrea Mullins is an investment advisor representative with World Investment Advisors, LLC. Andrea has been in the industry since 1993, and is registered with the state of Florida. Andrea has a Series 7 and Series 65 license. Andrea has experience working for Raymond James & Associates, Inc. and Eagle Fund Distributors, Inc.. Andrea is currently involved in consulting for My Corporate Ally, which is a consulting firm that helps companies solve problems and strategize to improve their business. Andrea also has experience with Angel Oak Funds, Valued Advisers Trust, and NXG/Cushing Mutual Funds Trust as an independent director. Andrea is a certified public accountant, but is not currently acting in that capacity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
09/28/2022 - Present
World Investment Advisors, LLC (St. Petersburg FL)
FL
12/13/2007 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/06/2007 - 12/31/2008
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
09/30/1993 - 12/12/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 06/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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