Financial Security Management, Incorporated
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 43000
- Registered since
- May 14, 1997
- Website
- www.gofsg.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kristy DeJarnette
Chief Operating OfficerCRD 7632290
Contacts
3 of 44
Angelica Olivier
Registered RepresentativeCRD 5209272

Justin Bateman
ParaplannerCRD 8158178

Matthew Farrell
Financial AdvisorCRD 7324706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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