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
- HNWI53.56%
- Individuals40.18%
- Pension & Profit Sharing Plans5.54%
- Corporations / Businesses0.59%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Security Advisory Inc. is a fee-based advisory firm that has been SEC-registered since 1997. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and larger entities. It also operates as a registered representative of a broker-dealer and as an insurance broker, and charges clients by a percentage of assets under management as well as hourly fees. The firm is not positioned as an ESG investor and is not identified as a multi-state adviser in the available data.
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 1
Kristy DeJarnette
Chief Operating OfficerCRD 7632290
Contacts
3 of 30
Christopher Ryan
Financial AdvisorCRD 3255875
Frederick Conti
Financial RepresentativeCRD 4122875
Enrique Tomeu
Financial AdvisorCRD 4135410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$485M in ETFs
61%
$297M
13%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $116M | 383,004 | 23.90% |
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