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.
At a glance
Services through World Investment Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowWorld Investment Advisors, LLCCurrent firm
- 2012 – 2016Independent Financial PartnersPreviously
- 2009 – 2012Invest Financial CorporationPreviously
- Jul 2007 – Feb 2009Transamerica Financial Advisors, LLCPreviously
- Sep 2005 – Feb 2006Gunnallen Financial, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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.