TrueAdvisor
TrueAdvisor
JF
CFP
JF
CFP

Joseph Daniel Finneran

World Choice Securities, INC.
43 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
World Choice Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
21 clients
Average Client Portfolio
$724K average
Assets Under Management
$15.2M

Fee Structure

Minimum Investment:$50K

Location

100 Old W Wilson Bridge Road, Suite 101, Worthington, OH, 43085

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph is an investment advisor and owner of Financial Management Consultants, Inc. dba Tricord Investment Advisors, spending nearly full-time on investment advice and managing accounts. He also dedicates minimal time to Stewardship Foundation as an executive manager and has a legacy appointment as an independent insurance agent selling fixed life insurance.

Employment History
Current Registrations
World Choice Securities, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Tricord Wealth Advisors
February 2003 - Present · 23 yrs
Previous Registrations
Omni Financial Securities, INC.Broker
November 2010 - October 2022 · 11 yrs 11 mos
Fsc Securities CorporationBroker
June 2006 - November 2010 · 4 yrs 5 mos
Fsc Securities Corporation
June 2006 - November 2010 · 4 yrs 5 mos
Carillon Investments, INC
October 1999 - June 2006 · 6 yrs 8 mos
Carillon Investments, INC.Broker
June 1998 - June 2006 · 8 yrs
Lincoln Financial Advisors CorporationBroker
September 1989 - June 1998 · 8 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
September 1988 - June 1998 · 9 yrs 9 mos
Lincoln National Pension Insurance CompanyBroker
September 1988 - January 1989 · 4 mos
Integrated Resources Equity CorporationBroker
September 1988 - September 1989 · 1 yr
The Planner's Securities Group, INC.Broker
March 1987 - September 1988 · 1 yr 6 mos
Integrated Resources Equity CorporationBroker
June 1986 - September 1989 · 3 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
May 1986 - June 1998 · 12 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
May 1986 - February 1987 · 9 mos
Lincoln National Pension Insurance CompanyBroker
May 1986 - February 1987 · 9 mos
Nel Equity Services CorporationBroker
May 1984 - June 1986 · 2 yrs 1 mo
Mutual Benefit Financial Service CompanyBroker
August 1983 - May 1984 · 9 mos
Fsc Securities CorporationBroker
February 1983 - July 1983 · 5 mos
Franklin Financial Services CorporationBroker
August 1982 - February 1983 · 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.