A complete list of active advisors currently associated with World Choice Securities, Inc.

Warmer can help you find a great advisor at World Choice Securities, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at World Choice Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.