World Investment Advisors
43yrs
Top advisor by experience in Lincroft
24yrs
Tracie Karr
Financial advisor at World Investment Advisors
Tracie Karr has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Lincroft, New Jersey. After five years at PKS Advisory Services and seven years at LPL Financial, Tracie joined World Investment Advisors in 2015, 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 80 advisors with offices in Lincroft, and one of 71 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 69% of advisors 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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowWorld Investment Advisors, LLCCurrent firm
- 2011 – 2015PKS Advisory Services, LLCPreviously
- 2004 – 2010LPL Financial LLCPreviously
- Jan 2003 – Jan 2004Equitable Advisors, LLCPreviously
Questions to ask Tracie
Tailored to Tracie’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
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About Tracie
How do I contact Tracie?
Call World Investment Advisors at (800) 833-1862 and ask for Tracie Karr. Tracie works from the Lincroft, NJ office.
How long has Tracie been a financial advisor?
Tracie has been in the industry since 2002, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Tracie hold?
Series 66. Tap any license on this page to see what it allows.
Is Tracie a fiduciary?
Tracie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracie paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tracie 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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