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Financial Security Advisory Inc CRD 110746
$1.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-03 |
| NC | RA | APPROVED | 2024-07-03 |
| VA | RA | APPROVED | 2008-04-17 |
Branch Locations
477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Mgmt., Inc | Virginia Beach | VA | 11/2002 | Present |
NAME: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 7/30/03; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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