Little Rock, AR Office
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About
World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.
The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.
Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.
Based on World Investment Advisors, LLC
Expertise
Based on World Investment Advisors, LLC
Location
2228 Cottondale Lane Ste 250
Little Rock AR 72202
Advisors at this office
3
Advisors at this office
Scott D
Series 63, Series 65
Little Rock, AR
World Investment Advisors, LLC
Scott Daniel is a financial advisor with World Investment Advisors, LLC in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Kdah LLC, St Bernard Financial Services, Pensionmark Securities, and Pensionmark Financial Group. Outside of his advisory work, he is involved in real estate ownership and insurance sales covering life, health, and long-term care products. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individual and institutional clients, including retirement plans, foundations, and endowments. The firm utilizes both discretionary and non-discretionary strategies, employing model-based and customized portfolios supported by various analytical and trading platforms.
Rick L
Series 66
Little Rock, AR
World Investment Advisors, LLC
Rick Lorence is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with World Investment Advisors, LLC and has held prior roles at Pensionmark Securities, LLC; Pensionmark Financial Group, LLC; CapFinancial Securities, LLC; PKS Advisory Services, LLC; Investment Professionals, Inc.; and Morgan Keegan & Company, LLC. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and customized investment solutions utilizing both discretionary and non-discretionary strategies.
William M
Series 63, Series 65
Little Rock, AR
World Investment Advisors, LLC
William Mc Lemore is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Pensionmark Financial Group, LLC since 2017 and First Heartland Corporation since 2010. Outside of investment advising, he is involved in insurance sales and management roles, including positions with First Heartland/CPS Insurance and Employers Insurance Consultants, LLC. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers both discretionary and non-discretionary solutions through model-based and customized portfolios, supported by advanced trading and monitoring platforms.
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