World Choice Securities, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
World Choice Securities, Inc. serves individual and high-net-worth clients, providing investment advisory services that include portfolio management and related advisory offerings, generally under percentage-of-AUM fee arrangements. The firm reports roughly $26.7 million in regulatory assets under management and a client base of about 43 households, supported by a five-advisor team.
The firm delivers discretionary and non-discretionary portfolio management for individuals and, in addition to advisory services, also conducts broker-dealer activities and operates as an insurance broker/agent—functions that are distinct from its advisory business and can involve separate compensation structures. It maintains a formal compliance structure with a designated chief compliance officer and makes firm information available on its public website.
Compared with peers, World Choice combines advisory services with broker-dealer and insurance brokerage activities, and its Form ADV discloses regulatory events — features that are relatively uncommon among similar team firms. The combination of a small client base and modest assets under management for a five-advisor team suggests more concentrated advisor-to-client coverage than typically seen at larger team firms.
Client services
Main office
See office7650 Rivers Edge Drive, Suite 260
Columbus OH 43235
Advisors at this office
2
Offices (2)
Most active in
Florida · Ohio · Texas
Also doing business as
Pb & T Financial Services, Inc. · World Choice Securities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jiexiong L
Series 63, Series 65
San Antonio, TX
World Choice Securities, Inc.
Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Benefit Mall, Life Marketers, and Humana Health Insurance, where he is involved in selling health and life insurance products. Outside of financial advising, he serves as president of JMW Technologies, Inc., managing IT client relationships. World Choice Securities, Inc. serves individual investors across a range of wealth levels, providing portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and offers both discretionary and non-discretionary account management.
Robert C
Series 63, Series 65
Columbus, OH
World Choice Securities, Inc.
Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.
Michael H
ChFC®, Series 63
Columbus, OH
World Choice Securities, Inc.
Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.
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