Shaun
King

World Investment Advisors, LLC

CRD#5158184
Investment Advisor
in Burlington, VT

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About this Advisor

Shaun King is a financial advisor based in Burlington, Vermont, working with World Investment Advisors, LLC. Shaun has previously held positions at Musical Entertainment, Lpl Financial, Pensionmark Financial Group, LLC, Lot 1 Freeski, and Acrisure Investment Advisory Solutions, LLC. Shaun has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Shaun is part of World Investment Advisors, LLC, which operates out of Burlington, Vermont. The firm has 73 offices and 413 employees. The firm manages assets totaling $56.3 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at World Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

346 Shelburne Road, 5Th Floor
Burlington, VT 05401

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World Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$56,284,395,644

VT Average: $7,578,581,321
Total Number of Employees

413

VT Average: 43
Total Number of Accounts

25,897

VT Average: 3,727
Average Account Size

$2,173,394

VT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Shaun King Work History

2021 - Present (4 years)

Acrisure Investment Advisory Solutions, LLC

2018 - Present (7 years)

Pensionmark Financial Group, LLC

2017 - Present (8 years)

Lot 1 Freeski

2006 - Present (19 years)

Musical Entertainment

2014 - 2018 (4 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Shaun King to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at World Investment Advisors, LLC

Lindsay Black
Tempe, AZ
Valerie Digennaro
Saint Petersburg, FL
Sarah Fullerton
Denver, CO
Walter Salyer
San Antonio, TX
Anthony Silva
Glendale, AZ
Catherine Mcgrath
Lakewood Ranch, FL
Nathaniel Louderback
Pflugerville, TX
David Camper
Roanoke, VA

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