World Choice Securities, Inc.

World Choice Securities, Inc. (CRD# 30933) is a financial advisory firm headquartered in Bedford, TX. They manage $7,209,620 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $112,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at World Choice Securities, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Eric L. Bartel
CRD#: 5193323
2340 W. Interstate 20, Suite 208, Arlington, TX 76017
93
Wealthminder
score

Eric Bartel (CRD# 5193323) is an Investment Advisor Representative working at World Choice Securities, Inc. in Arlington, TX and has over 10 years of experience in the finance industry.

2
Theresa Montya
CRD#: 4038018
1420 Brown Trail, Bedford, TX 76022
93
Wealthminder
score

Theresa Montya (CRD# 4038018) is an Investment Advisor Representative working at World Choice Securities, Inc. in Bedford, TX and has over 14 years of experience in the finance industry.

3
Karel A. Story
CRD#: 2645726
2340 W. Interstate 20, Suite 208, Arlington, TX 76017
93
Wealthminder
score

Karel Story (CRD# 2645726) is an Investment Advisor Representative working at World Choice Securities, Inc. in Arlington, TX and has over 21 years of experience in the finance industry.

4
Thomas W. Stratton
CRD#: 1646899
Melbourne, FL
93
Wealthminder
score

Thomas Stratton (CRD# 1646899) is an Investment Advisor Representative working at World Choice Securities, Inc. in Melbourne, FL and has over 12 years of experience in the finance industry.

5
John R. Stockton
CRD#: 836438
2340 W. Interstate 20, Suite 208, Arlington, TX 76017
83
Wealthminder
score

John Stockton (CRD# 836438) is an Investment Advisor Representative working at World Choice Securities, Inc. in Arlington, TX and has over 33 years of experience in the finance industry.

6
Donald A. Gearhart
CRD#: 219088
Canyon Lake, TX
73
Wealthminder
score

Donald Gearhart (CRD# 219088) is an Investment Advisor Representative working at World Choice Securities, Inc. in Canyon Lake, TX and has over 30 years of experience in the finance industry.

7
William R. Morris
CRD#: 1749931
1420 Brown Trail, Bedford, TX 76022
73
Wealthminder
score

William Morris (CRD# 1749931) is an Investment Advisor Representative working at World Choice Securities, Inc. in Bedford, TX and has over 29 years of experience in the finance industry.

8
Peter Casciotta
CRD#: 2058958
1420 Brown Trail, Bedford, TX 76022
71
Wealthminder
score

Peter Casciotta (CRD# 2058958) is an Investment Advisor Representative working at World Choice Securities, Inc. in Bedford, TX and has over 13 years of experience in the finance industry.

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