CRD: 30933
World Choice Securities, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1993
- Office Locations
- 4
Office Locations
About World Choice Securities, Inc.
World Choice Securities is an Ohio-based broker-dealer and investment adviser providing wealth management for individuals and families plus investment banking for entrepreneurs and middle-market companies, including M&A, financing and private placements in alternative assets. The firm also supports independent reps with broker-dealer affiliation and FINRA exam sponsorship, with capital markets experience across the U.S., Europe and Asia and portfolios that commonly use ETFs and public funds.
Team overview
Insights
Custodian
Technology
Owner & Executives
ROBERT KENNETH CARGIN
Chief Executive Officer, Finop, President, Secretary, TREASURER
- CRD
- #1825995
- Ownership
- 10% but less than 25%
Showing 1 of 1 owners & executives
Unlock allContacts
GREGORY POWELL BURGE
--
- CRD
- #4084777
JAMES ALLAN COPPING
Vice President
- CRD
- #1471367
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,909,000 | -- |
| Non-Discretionary | $5,808,000 | -- |
| Total | $26,717,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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