World Capital Advisors, LLC
World Capital Advisors, LLC (CRD# 135941) is a financial advisory firm headquartered in , . They manage $286,105,518 in 77 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management286MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$3,715,656
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Fleck (CRD# 1348735) is an Investment Advisor Representative working at World Capital Advisors, LLC in Manakin-Sabot, VA and has over 32 years of experience in the finance industry. Robert Fleck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Edward Wuenschell (CRD# 3196420) is an Investment Advisor Representative working at World Capital Advisors, LLC in Manakin-Sabot, VA and has over 18 years of experience in the finance industry.
Lisa Weaver (CRD# 2557637) is an Investment Advisor Representative working at World Capital Advisors, LLC in State College, PA and has 1 year of experience in the finance industry.