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Timothy Glen Hodnett

World Investment Advisors, LLC

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About Timothy Glen Hodnett

Timothy Glen Hodnett is a financial advisor with World Investment Advisors, LLC. Timothy has been in the financial services industry since January 25, 2008. Timothy is registered with the state of Utah as both a broker-dealer and an investment advisor. Timothy has a Series 6, Series 63, Series 65 and SIE licenses. Timothy also owns and operates Redstone Benefits which provides employee benefits and personal insurance sales.

Firm Information

Timothy Hodnett 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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Timothy Hodnett’s Registration & Firm History

UT

02/06/2023 - Present

World Investment Advisors, LLC (Lehi UT)

UT

07/10/2007 - 07/20/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVO UT)

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Licenses & Designations

IA

Issued 04/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Glen Hodnett.
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