A complete list of active advisors currently associated with Investors Choice
Warmer can help you find a great advisor at Investors Choice or one who fits your needs even better.
The firm offers insurance-based financial services to individual clients, focusing on index annuities, life insurance and related insurance products, and it also provides separate financial planning and one‑time consulting services. Its brochure discloses that compensation for its primary business is paid by insurance companies rather than collected as ongoing asset-based adviser fees. Investment activity is carried out through insurance company platforms and products, with account access and annual reporting provided via those insurance custodians. The firm does not take custody of client assets or manage discretionary securities accounts and emphasizes aligning clients’ risk tolerance with long‑term investment goals. Notable differences from many investment-manager peers include its role as a licensed insurance producer and its reliance on insurer-paid compensation instead of percentage-of-assets-under-management fees. The firm also discloses that it may undertake client‑paid consulting on private placements (including energy-related deals), a service approach that is less common among managers focused on pooled or institutional mandates.
To learn more about the advisors currently working at Investors Choice, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 23
|
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