AdFi
DA

David Alexander Williams

Investment Adviser Representative at World Investment Advisors, LLC

Columbus, OHCRD #4518010Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Alexander Williams is an investment adviser representative with World Investment Advisors, LLC in Columbus, OH, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
17 states and territories

Alabama, Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/6/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

World Investments, LLCCurrent
7/1/2024 – Columbus, OH
World Investment Advisors, LLCCurrent
7/1/2024 – Columbus, OH
Raymond James Financial Services Advisors, Inc
9/1/2022 – 6/28/2024Columbus, OH
Ameriprise Financial Services, LLC
6/28/2013 – 8/31/2022Dublin, OH
Edward Jones
1/25/2007 – 7/1/2013Powell, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services, Inc.
    Jun 2013 – Aug 2022Dublin, OH
  2. Raymond James Financial Services, Inc.
    Aug 2022 – Jun 2024Columbus, OH
  3. Raymond James Financial Services Advisors, Inc.
    Aug 2022 – Jun 2024Columbus, OH
  4. Boston Harbor Wealth Advisors
    Aug 2022 – no end date reportedPlain City, OH
  5. Zosh Williams Costa Asset Management Group
    Aug 2022 – no end date reportedPlain City, OH
  6. World Investment Advisors, LLC
    Jun 2024 – no end date reportedLincroft, NJ
  7. World Investments, Inc.
    Jun 2024 – no end date reportedLincroft, NJ

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About World Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
366
Offices listed on AdvisorFinder:
26
Main office:
Lincroft, NJ
SEC file number:
801-96193

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at World Investment Advisors, LLC

Showing 12 of 366 in the directory

View World Investment Advisors, LLC firm profile

Similar advisors in Columbus, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Alexander Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
David Alexander Williams (World Investments) | AdvisorFinder