First Choice Financial Services LLC

Overview

First Choice Financial Services LLC is an individually owned limited liability company that operates as a capital allocator rather than a traditional discretionary portfolio manager. The firm’s primary advisory activity is the selection and oversight of outside advisers and managers, indicating it builds client exposure by sourcing third-party investment managers. Its fee arrangements include fixed fees and other non-standard structures. First Choice is not positioned as an ESG-focused adviser and is not registered as a multi-state adviser. The firm is affiliated with an insurance company, which may influence distribution or product relationships, but the available record does not describe any in-house insurance product manufacturing or placement activities. It is neither a pension consultant nor a related adviser to another registered RIA, based on the dataset.

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Location & Offices