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Financial Security Advisory Inc

● SEC registered since 1997CRD 110746SEC# 801-54496Virginia Beach, VA
Export (members)
Reg. AUM
$1.74B
Employees
43
Accounts
3,141
Location
Virginia Beach, VA

Financial Security Advisory Inc assets under management

Financial Security Advisory Inc operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 1997. It reports $1.7 billion in regulatory assets under management and employs 43 people.

Financial Security Advisory Inc owners & executives

15 reported
NameTitleOwnershipSince
Archie Ray Megginson ControlSecretaryUnder 5%1997
Charles Frederick Jenks ControlSenior Vice PresidentUnder 5%1997
Financial Security Companies, LLCOwnerOver 75%2003
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Frequently asked questions

How much does Financial Security Advisory Inc manage?

Financial Security Advisory Inc reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Financial Security Advisory Inc have?

Financial Security Advisory Inc reports 43 employees.

Where is Financial Security Advisory Inc located?

Financial Security Advisory Inc is based in Virginia Beach, VA and has been SEC-registered since 1997.

Does Financial Security Advisory Inc disclose fund performance?

Financial Security Advisory Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address477 Viking Drive, Suite 305, Virginia Beach, VA 23452
Phone757-431-1414
Fax757-703-0510
Office hours9a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.74B
Non-discretionary$894K
Total (RAUM)$1.74B