Unclaimed
Emily Anne Tilbury is an investment advisor representative with World Investment Advisors, LLC, located in Blue Springs, MO. Emily is a registered investment advisor in both Missouri and Texas, and also holds Series 6, SIE, and Series 65 licenses. Emily has been in the industry since 2012 and has prior experience with Lockton Investment Securities, LLC. In addition to investment advisory services, Emily also offers life and health insurance.
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
MO
11/16/2022 - Present
World Investment Advisors, LLC (Blue Springs MO)
MO
09/21/2012 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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