Lindsay Ann Black
Investment Adviser Representative at World Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lindsay Ann Black is an investment adviser representative with World Investment Advisors, LLC in Phoenix, AZ, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Mercer Global Advisors Inc. and Rowland Carmichael Advisors Inc. 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 Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCMar 2015 – Jan 2018Missoula, MT
- Rowland Carmichael Advisors, Inc.May 2019 – Dec 2020Scottdale, AZ
- Wells Fargo Bank, N.A.Jan 2018 – May 2019Scottsdale, AZ
- Mercer Global Advisors Inc.Jan 2021 – Mar 2022Scottsdale, AZ
- Mercer Global Advisors Inc.Mar 2022 – Apr 2024Scottsdale, AZ
- Pensionmark Financial GroupApr 2024 – no end date reportedSanta Barbara, CA
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
Client types the firm serves
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 profileOther advisors at World Investment Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lindsay Ann Black 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.
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