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David Andrew Parker

World Investment Advisors, LLC

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About David Andrew Parker

David Andrew Parker is a financial advisor at World Investment Advisors, LLC, with over 30 years of experience in the financial services industry. David holds a Series 63 and SIE licenses and is registered in 14 states. David has previously worked with Cetera Advisor Networks LLC, Tower Square Securities, Inc., MML Investors Services, Inc., Chubb Securities Corporation, and EquiCo Securities, Inc.. David is a specialist in the areas of retirement planning, fixed insurance, employee benefits, and portfolio management.

Firm Information

David Parker 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 Parker’s Registration & Firm History

NY

10/17/2022 - Present

World Investment Advisors, LLC (White Plains NY)

NY

09/03/2013 - 09/01/2020

CETERA ADVISOR NETWORKS LLC (WHITE PLAINS NY)

NY

05/12/1998 - 09/03/2013

TOWER SQUARE SECURITIES, INC. (WHITE PLAINS NY)

MA

11/28/1995 - 05/28/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

IN

04/27/1995 - 12/17/1995

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

MA

06/12/1993 - 02/28/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

05/09/1989 - 03/09/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

05/09/1989 - 03/09/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

05/29/1987 - 02/23/1988

NYLIFE SECURITIES INC.

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Licenses & Designations

BC

Issued 07/07/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Andrew Parker.
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