Mary Swanson Dillon

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

• 07/2003 → Present
  Financial Security Management, Inc.
  Virginia Beach, VA

Previous Registrations

• 1997-07-07 → 2003-07-31
  Dukes & Co Advisory, Inc.
  Virginia Beach, VA

Other Businesses

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: 7/1/2003; 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. NAME:BAREFOOT BEACH LLC; INVESTMENT-RELATED: NO; ADDRESS: 2257 WILDO OAKS CRES, VIRGINIA BEACH VA 23456; NATURE OF BUSINESS: OWN A RENTAL HOME; POSITION: PARTNER; START DATE: 2003; HRS/MO: 2; HRS DURING TRADING HRS: 0; DUTIES: KEEP THE BOOKS FOR TAX PURPOSES. NAME: ABBEY ROAD PUB & RESTAURANT; INVESTMENT-RELATED: NO; ADDRESS: 203 22ND ST., VIRGINIA BEACH VA 23451; NATURE OF BUSINESS: RESTAURANT; POSITION: OWNER; START DATE: 1988; HRS/MO: 0; HRS DURING TRADING HRS: 0; DUTIES: NONE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-01

Designations

• Certified Financial Planner

Other Names

• Mary Virginia Dillon
• Mary V Swanson
• Mary Virginia Swanson