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Kristy Eley Dejarnette

Financial Security Advisory Inc

Virginia Beach, VA

CRD 7632290

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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
VA RA APPROVED 2023-06-26
  • VA RA
    APPROVED
    Since 2023-06-26

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
Farmers Bankshares, Inc. Windsor VA 07/2007 08/2022
Financial Security Management, Inc. Virginia Beach VA 08/2022 Present
  • 07/2007 → 08/2022
    Farmers Bankshares, Inc.
    Windsor, VA
  • 08/2022 → 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: 6/26/2023; 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. WESTERN TIDEWATER FREE CLINIC; INVESTMENT-RELATED: NO; ADDRESS: 2019 MEADE PARKWAY, SUFFOLK, VA 23434; NATURE OF BUSINESS: NON-PROFIT HEALTHCARE ORGANIZATION; POSITION: TREASURER; START DATE: 6/01/2023; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: REVIEW FINANCIAL STATEMENTS, RESPONSIBLE FOR OVERALL FINANCIAL HEALTH ALONG WITH OTHER BOARD MEMBERS. WINDSOR ATHLETIC ASSOCIATION; INVESTMENT-RELATED: NO; ADDRESS: 10333 FIVE FORKS ROAD, WINDSOR, VA 23487; NATURE OF BUSINESS: LITTLE LEAGUE ASSOCIATION; POSITION: TREASURER; START DATE: 11/01/2024; APPROX. HRS PER MO: 5; APPROX HRS DURING TRADING HRS: 0; DUTIES: RESPONSIBLE FOR OVERALL FINANCIAL DUTIES OF THE ORGANIZATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
Other Names
  • Kristy Dejarnette

View on SEC IAPD

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