NL
Nathaniel J. Louderback
WORLD INVESTMENT ADVISORS
Pflugerville, TX
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CRD#: 4715879
NL
Professional summary
Nathaniel John Louderback is a registered financial advisor currently at WORLD INVESTMENT ADVISORS, LLC located in Pflugerville, Texas and WORLD INVESTMENTS, LLC located in Pflugerville, Texas.
Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Nathaniel has worked at 12 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. VIDEO GAME STREAMER/CONTENT CREATOR; Non-Investment Related; Variety Video Game / Content Creator. Create content and post to social media; Online Content Creator; 3/3/2017; 5 hours per month; 0 hours during trading hours; I occasionally create and distribute video game / gaming content. When streaming I am compensated by views and/or subscriptions.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel John Louderback's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2024 - Present
WORLD INVESTMENT ADVISORS, LLC
RIA
CRD#: 208512
Pflugerville, TX
Current
September 16, 2025 - Present
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
Pflugerville, TX
Past
April 3, 2024 - October 31, 2025
PENSIONMARK SECURITIES, LLC
BD
CRD#: 283952
Pflugerville, TX
Past
August 11, 2022 - March 18, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
AUSTIN, TX
Past
August 10, 2022 - March 18, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
June 25, 2020 - August 12, 2022
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
OMAHA, NE
Past
June 25, 2020 - August 12, 2022
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
OMAHA, NE
Past
March 4, 2015 - May 26, 2020
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LA VISTA, NE
Past
March 4, 2015 - May 26, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
September 21, 2011 - February 23, 2015
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
September 2, 2011 - February 23, 2015
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
January 22, 2008 - August 29, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
DENVER, CO
Past
March 12, 2007 - August 29, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
DENVER, CO
Past
September 14, 2006 - January 19, 2007
WOODMEN FINANCIAL SERVICES, INC.
BD
CRD#: 117365
OMAHA, NE
Past
April 25, 2006 - July 6, 2006
TD AMERITRADE CLEARING, INC.
BD
CRD#: 5633
BELLEVUE, NE
Past
April 22, 2006 - September 27, 2006
TD AMERITRADE, INC.
BD
CRD#: 7870
BELLEVUE, NE
Past
June 21, 2004 - April 22, 2006
TD AMERITRADE CLEARING, INC.
BD
CRD#: 5633
BELLEVUE, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Texas(3/25/2024)
RR
Texas(9/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
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Contact information
Main Address
24 E. Cota Street Suite 200, Santa Barbara, CA 93101
Mailing Address
Phone number
(888) 201-5488
Established
Firm type
Fiscal year end
# of Employees
413
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 25,897 |
| AUM (Assets Under Management) | $ 56,284,395,644 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
