FBS Securities

Overview

FBS Securities operates as an independent, privately owned registered investment adviser and corporate entity that serves both individual/family and institutional clients. The firm combines portfolio management and financial planning with insurance brokerage services; its advisory offerings include portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The firm’s stated investment preference leans toward equities, and its business mix suggests a hybrid advice model that integrates investment management with insurance and annuity solutions. FBS Securities is state-registered in multiple jurisdictions and positions itself to work across a handful of state markets rather than as a national multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices