Joseph
Nilsen
World Investment Advisors, LLC
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About this Advisor
Joseph Nilsen is a financial advisor based in Scottsdale, Arizona, working with World Investment Advisors, LLC. Joseph has previously held positions at The Vanguard Group, Inc, The Hershey Company, Memoryblue, Dickey'S, Lockton Companies LLC, Lockton Investment Securities, LLC, Infosys Bpm, Lessard Wealth Management, Lockton Investment Advisors LLC, Creative Planning, LLC, Sequoia Consulting Group, Pensionmark Financial Group, and Pensionmark Securities, LLC. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Joseph is part of World Investment Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 73 offices and 413 employees. The firm manages assets totaling $56.3 billion and serves 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
Services Offered
Fee Structure
Office Location
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World Investment Advisors, LLC Brokerage Details
$56,284,395,644
413
25,897
$2,173,394
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
Joseph Nilsen Work History
Sequoia Consulting Group
Pensionmark Financial Group
Pensionmark Securities, LLC
Lockton Companies LLC
Lockton Investment Securities, LLC
Lockton Investment Advisors LLC
Creative Planning, LLC
Infosys Bpm
Lessard Wealth Management
The Vanguard Group, Inc
Dickey'S
The Hershey Company
Memoryblue
Disclosures
Please visit the SEC profile of Joseph Nilsen 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
Saint Petersburg, FL
Westborough, MA
Tempe, AZ
Bakersfield, CA
Glendale, AZ
Lakewood Ranch, FL
San Antonio, TX
Pflugerville, TX
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