FIRST SECURITY FINANCIAL WEALTH MANAGER, INC.
Firm details
- Headquarters
- METAIRIE, Louisiana
- CRD number
- 286470
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
First Security Financial Wealth Manager, Inc. is organized as a corporation with individual ownership and is identified in FINTRX as a capital allocator. The firm provides advisory services centered on financial planning, pension consulting, selecting other advisers, and delivering educational seminars and workshops. Its fee model is described as fixed fees plus other fee arrangements. FINTRX indicates the firm is not an active ESG investor and does not operate as a multistate adviser. An industry affiliation with an insurance company is noted, and the firm’s internal classification in the source is unclassified.
Assets & Accounts
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
Contacts
1 of 1David Compton
OwnerCRD 6744257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
METAIRIE, LA
JEFFERSON
Location
METAIRIE, LA
Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- JEFFERSON
- Address
- 3501 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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