LPL Financial
44yrs
Top advisor by experience in Suwanee
27yrs
Robert Appleman
Financial advisor at World Investment Advisors
Robert Appleman has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Suwanee, Georgia. After two years at Onedigital and five years at BB&t Institutional Investment Advisers, Robert joined World Investment Advisors in 2023, a firm offering financial planning, investment management, and private fund management. World Investment Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 105 advisors with offices in Suwanee, and one of 94 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Suwanee
OfficeSuwanee, GA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWorld Investment Advisors, LLCCurrent firm
- Jan 2021 – Jan 2023OnedigitalPreviously
- 2015 – 2020BB&t Institutional Investment Advisers, Inc.Previously
Contact Robert
Suwanee, GAOffice · Get directions Firm main line(800) 833-1862Headquarters: World Investment Advisors · Lincroft, NJ LinkedIn pageWorld Investment AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call World Investment Advisors at (800) 833-1862 and ask for Robert Appleman. Robert works from the Suwanee, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 23% by experience in Suwanee.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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