First Financial Security, LLC

Overview

First Financial Security, LLC is a small, client-focused advisory firm that provides portfolio management for individuals and small businesses. Its business model leans toward advisory engagements billed as a percentage of assets under management, with the option of hourly and fixed fees for certain services. The firm operates non-discretionarily, meaning clients retain final trade authority and the adviser implements recommendations rather than exercising autonomous trading discretion. Investment activity is concentrated in publicly traded equities. Filings show a clear preference for exchange-traded instruments, suggesting strategies built around liquid, transparent equity exposures rather than heavy allocations to private or illiquid vehicles. The firm is not identified as an active ESG investor and does not list pension consulting or multi-state advisory programs as part of its core offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices