FINANCIAL SECURITY ADVISORY INC
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 110746
- Registered since
- May 15, 1997
- Website
- www.gofsg.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.69%
- Individuals40.97%
- Pension & Profit Sharing Plans5.72%
- Corporations / Businesses0.49%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Security Advisory Inc is a corporation that has been SEC-registered since 1997 and serves both individual/family and institutional clients. The firm operates as a registered representative of a broker-dealer while also acting as an insurance broker, combining investment-advisory and insurance distribution capabilities. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional clients. Fee arrangements include a percentage-of-AUM model alongside hourly billing for certain engagements. The firm does not identify as an active ESG investor. Its business mix indicates a hybrid distribution/advisory model that relies on both investment management and insurance solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1Kristy DeJarnette
Chief Operating OfficerCRD 7632290
Contacts
3 of 33JOHN ORLANDO
PresidentCRD 2692207
Glenn Schwalje
Senior ConsultantCRD 2441501
Alison Rodriguez
Onboarding SpecialistCRD 6609817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$413M in ETFs
58%
$239M
14%
$174M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS ENHANCED INCOME CREDIT SELECT ETF (HYBI) | NEOS | $104M | 2,105,207 | 25.21% |
Location
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 477 Viking Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GRATUS WEALTH ADVISORS LLC
RIAVIRGINIA BEACH, VA
COMPTON WEALTH ADVISORY GROUP, LLC
RIAVIRGINIA BEACH, VA
THE ASCENT GROUP, LLC
RIAVIRGINIA BEACH, VA
BEACON HARBOR WEALTH ADVISORS
RIAVIRGINIA BEACH, VA
BELLARS HARRIS WEALTH MANAGEMENT
RIAVIRGINIA BEACH, VA
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
RIAVIRGINIA BEACH, VA