Matthew Robert Farrell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 12/2020
  Life Protect 24/7
  Virginia Beach, VA
• 06/2018 → 06/2019
  Vsc Fire And Security
  Virginia Beach, VA
• 09/2013 → 06/2018
  Atlantic Bay Mortgage Group
  Virginia Beach, VA
• 01/2021 → Present
  Financial Security Management, Inc.
  Virginia Beach, VA

Other Businesses

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: 09/03/2021; 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-03