World Investment Advisors
43yrs
Top advisor by experience in Lincroft
33yrs
Joseph Stack
Full name on record: Joseph Anthony Stack
Financial advisor at World Investment Advisors
Joseph Stack is a fiduciary financial advisor in Lincroft, New Jersey, with 33 years in the industry. Joseph joined World Investment Advisors in 2016, after two years at Independent Financial Partners and a year at Advisor Resource Council. Joseph holds the CFP® designation.
One of 80 advisors with offices in Lincroft, and one of 71 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office437 Newman Springs Road, Lincroft, NJ 07738
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowWorld Investment Advisors, LLCCurrent firm
- 2013 – 2015Independent Financial PartnersPreviously
- Jun 2012 – Oct 2013Advisor Resource CouncilPreviously
- 2012 – 2015LPL Financial LLCPreviously
- 2009 – 2012Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2009UBS Financial Services Inc.Previously
Contact Joseph
(800) 833-1862World Investment Advisors main office 437 Newman Springs RoadLincroft, NJ 07738Office · Get directions LinkedIn pageWorld Investment Advisors
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call World Investment Advisors at (800) 833-1862 and ask for Joseph Stack. Joseph works from the Lincroft, NJ office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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