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World Associates Holdings, LLC

MemberFinancial Planning Concepts of America, Inc.

About World Associates Holdings, LLC

World Associates Holdings, LLC is listed as Member at Financial Planning Concepts of America, Inc. in West Palm Beach, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Financial Planning Concepts of America, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does World Associates Holdings, LLC work?

World Associates Holdings, LLC is listed as Member at Financial Planning Concepts of America, Inc. on SEC Form ADV.

How much of Financial Planning Concepts of America, Inc. does World Associates Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Financial Planning Concepts of America, Inc.

TitleMember
OwnershipOver 75%
Control personYes
Since2019