Financial Security Management, Incorporated

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Virginia Beach, Virginia
CRD number
43000
Registered since
May 14, 1997

Firm profile

FINTRX

Overview

Financial Security Management, Incorporated is listed as a corporation and an SEC-registered adviser since 1997. The firm's ownership is recorded as a combination of a domestic entity and an individual. The database classifies the firm as "unclassified" and flags it as not acting as a capital allocator, not identifying as an active ESG investor, and not serving as a pension consultant or related adviser. It is also marked as not newly formed and not a multi-state adviser in the dataset. The FINTRX entry does not provide details on client types, fee schedules, specific business lines, or the firm's advisory activities, so there is limited visibility into its target clients or service model from this source.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kristy DeJarnette

    Kristy DeJarnette

    Chief Operating OfficerCRD 7632290

Contacts

3 of 44
  • Angelica Olivier

    Angelica Olivier

    Registered RepresentativeCRD 5209272

  • Justin Bateman

    Justin Bateman

    ParaplannerCRD 8158178

  • Matthew Farrell

    Matthew Farrell

    Financial AdvisorCRD 7324706

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth