World Choice Securities, Inc.

Overview

World Choice Securities, Inc. is an independent broker-dealer that also operates as an insurance broker and provides fee-based portfolio management and financial planning for individuals, families and small businesses. The firm functions as a capital allocator and offers advisory services that include portfolio management for individuals and businesses as well as the selection of other advisers. Its client base is concentrated on individual and family relationships and it charges fees as a percentage of assets under management. The firm is SEC-registered (since 1992) and is organized as a domestic corporation/individual-owned entity.

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Public Holdings

Investments & Alternatives

Location & Offices