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Robert Cargin

World Choice Securities, INC.
38 Years of Experience
Columbus, OH
1 DisclosureBroker
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Robert Cargin is a registered investment advisor at World Choice Securities, INC., based in Columbus, OH, with 38 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 43 clients with $27M in assets under management.

World Choice Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$26.7M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

7650 Rivers Edge Drive, Suite 260, Columbus, OH, 43235

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History

Regulatory History (1)
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Regulatory
July 2026
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a managing member of RFG Properties, LLC, a property management and vacation property business, since 2003. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
World Choice Securities, INC.
March 2018 - Present · 8 yrs 7 mos
World Choice Securities, INC.Broker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Regis Asset Management LLC
January 2016 - December 2018 · 2 yrs 11 mos
Capital City Securities, LLCBroker
May 2008 - May 2018 · 10 yrs
Regis Asset Management LLC
April 2003 - December 2015 · 12 yrs 8 mos
Regis Securities CorporationBroker
March 2000 - October 2008 · 8 yrs 7 mos
Salomon Smith Barney INC.Broker
April 1997 - February 2000 · 2 yrs 10 mos
First Montauk Securities CORP.Broker
January 1997 - May 1997 · 4 mos
The Hamilton-Shea Group, INC.Broker
October 1995 - December 1996 · 1 yr 2 mos
Banc One Securities CorporationBroker
June 1990 - October 1995 · 5 yrs 4 mos
Banc One Securities, INC.Broker
May 1990 - June 1990 · 1 mo
Keogler, Morgan & Company, INC.Broker
August 1989 - April 1990 · 8 mos
Marion Bass Securities CorporationBroker
May 1988 - September 1989 · 1 yr 4 mos
State Registrations15 states
CAFLIAMDMEMINCNENYOHPATNTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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