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Advisors / Florida / St. Petersburg
21yrs

Mark Duran

Financial advisor at World Investment Advisors

Based in St. Petersburg, Florida, Mark Duran is a fiduciary financial advisor with 21 years of industry experience. Mark has been with World Investment Advisors since 2016; before that, Mark spent four years at Independent Financial Partners and three years at Invest Financial. Mark holds the CFA designation.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FLCFAFiduciary advisor

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in St. Petersburg
OfficeSt. Petersburg, FL
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

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2016 – now
  2. 2012 – 2016
  3. 2009 – 2012
    Invest Financial CorporationPreviously
  4. Jul 2007 – Feb 2009
  5. Sep 2005 – Feb 2006
    Gunnallen Financial, Inc.Previously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Mark

How do I contact Mark?

Call World Investment Advisors at 800-833-1862 and ask for Mark Duran. Mark works from the St. Petersburg, FL office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2005, about 21 years. More experience than 68% of advisors in St. Petersburg.

What licenses does Mark hold?

Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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