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David Alton Lessner

World Investment Advisors, LLC

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About David Alton Lessner

David Alton Lessner is a financial advisor with over 18 years of experience in the industry. David is registered with World Investment Advisors, LLC and holds licenses in MA, TX, and 27 other states. David has a strong background in financial planning, portfolio management, and insurance services. David is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

David Lessner 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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David Lessner’s Registration & Firm History

MA

06/28/2024 - Present

World Investment Advisors, LLC (Pittsfield MA)

MA

04/21/2017 - 06/28/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)

MA

01/09/2006 - 04/24/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Boston MA)

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Licenses & Designations

BOTH

Issued 02/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alton Lessner.
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