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Anthony James Black

World Investment Advisors, LLC

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About Anthony James Black

Anthony James Black is a financial advisor registered with World Investment Advisors, LLC. Anthony has been a registered advisor since 2005 and has experience in the financial industry since 2005. Anthony is registered in Minnesota as an Investment Advisor Representative (IAR) and Broker. Anthony offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Anthony is also a licensed insurance agent and may sell fixed and variable life insurance and annuities. Anthony is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Anthony Black is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Black’s Registration & Firm History

CA

06/09/2015 - Present

World Investment Advisors, LLC (SANTA BARBARA CA)

MN

06/16/2015 - 09/01/2017

CAPFINANCIAL SECURITIES, LLC. (St. Paul MN)

MN

09/05/2014 - 06/05/2015

LPL FINANCIAL LLC (SAINT PAUL MN)

MN

05/02/2012 - 09/09/2014

FINANCIAL TELESIS INC (ST PAUL MN)

MN

11/21/2005 - 05/02/2012

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

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Licenses & Designations

IA

Issued 07/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony James Black.
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