World Choice Securities, Inc.

Overview

World Choice Securities, Inc. is an independent broker-dealer that serves individual and family clients. The firm combines brokerage and insurance distribution with advisory services, offering financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, and the selection of outside advisers. It acts as a capital allocator, deploying client assets across third-party managers in addition to managed portfolios, and charges advisory fees based on a percentage of assets under management. The firm is registered to do business in Florida, Ohio, and Texas and does not list ESG investing as an active part of its process.

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Public Holdings

Investments & Alternatives

Location & Offices