RC
RC

Robert Cargin

37 Years of Experience
Broker

Robert Cargin is a registered investment advisor at World Choice Securities, INC., based in Columbus, OH, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 45 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$25.0M
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Location

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

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History

Regulatory History
Clean regulatory record

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

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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 1 mo
World Choice Securities, INC.Broker
April 2017 - Present · 9 yrs
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 Registrations16 states
ALCAFLIAMDMEMINCNENYOHPATNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.