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Employer firm

Financial Security Advisory Inc CRD 110746

$1.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Security Advisory Inc

477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-09
CA RA APPROVED 2024-06-28
MD RA APPROVED 2024-06-28
PA RA APPROVED 2024-06-28
NC RA APPROVED 2012-03-06
VA RA APPROVED 2003-01-03
  • FL RA
    APPROVED
    Since 2024-07-09
  • CA RA
    APPROVED
    Since 2024-06-28
  • MD RA
    APPROVED
    Since 2024-06-28
  • PA RA
    APPROVED
    Since 2024-06-28
  • NC RA
    APPROVED
    Since 2012-03-06
  • VA RA
    APPROVED
    Since 2003-01-03

Branch Locations

477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Security Mgmt, Inc. Virginia Beach VA 07/2002 Present
Tomeu Wealth Management Virginia Beach VA 02/2005 Present
  • 07/2002 → Present
    Financial Security Mgmt, Inc.
    Virginia Beach, VA
  • 02/2005 → Present
    Tomeu Wealth Management
    Virginia Beach, VA
Previous Registrations
Other Businesses

NAME: TOMEU WEALTH MANAGEMENT; INVESTMENT-RELATED: YES; ADDRESS: 2940 N. LYNNHAVEN ROAD, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: PASS THROUGH S-CORPORATION; POSITION: OWNER; START DATE: 2/28/05; APPROX. HRS PER MO: 155; APPROX HRS DURING TRADING HRS: 155; DUTIES: FINANCIAL ADVISORY SERVICES 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; POSITION: AGENT; START DATE: 7/1/02; APPROX. HRS PER MO: 5; APRROX HRS DURING TRADING HRS: 5; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-26
  • S66 Uniform Combined State Law Examination
    2000-05-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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