EC
Eugene J. Carracino
FINANCIAL SECURITY ADVISORY
Virginia Beach, VA 23452
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CRD#: 2350978
EC
Professional summary
Eugene Joseph Carracino, CFP®, who also goes by Gene Carracino, is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Virginia Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia.
Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eugene has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Gene Carracino
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: EUGENE CARRACINO; NOT INVESTMENT-RELATED; ADDRESS: 477 VIKING DRIVE, STE 305 VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: NEGOTIATION OF VEHICLE PURCHASES FOR CLIENTS AND REFERRALS; POSITION: NEGOTIATOR; START DATE: 5-15-02; HOURS/MO: APPROX 10; HOURS/TRADE HOURS: APPROX 6/MO; DUTIES: NEGOTIATE THE VEHICLE PURCHSES (PRICE, FEATURES, ETC) OF CLIENTS AND REFERRALS WITH VEHICLE DEALERS. NAME: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 5/15/97; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Eugene Joseph Carracino's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
July 3, 1997 - Present
FINANCIAL SECURITY ADVISORY INC
Office #1: 477 Viking Drive Suite 305, Virginia Beach, VA 23452Office #2: 477 Viking Drive Suite 305, Virginia Beach, VA 23452RIA
CRD#: 110746
Virginia Beach, VA
Current
May 15, 1997 - Present
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452BD
CRD#: 43000
Virginia Beach, VA
Past
March 22, 1995 - May 15, 1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
BD
CRD#: 37664
Past
August 18, 1993 - April 6, 1995
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/22/2018)
RR
California(1/22/2018)
RR
Florida(1/22/2001)
RR
Georgia(1/5/2015)
RR
Maryland(1/12/2016)
RR
Massachusetts(1/9/2023)
RR
New Jersey(4/6/2006)
RR
North Carolina(2/22/2007)
RR
Pennsylvania(1/12/2009)
RR
South Carolina(8/31/2004)
RR
Virginia(5/15/1997)
IAR
Virginia(7/3/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 431-1414
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,904 |
| AUM (Assets Under Management) | $ 1,570,635,977 |
Red Flags
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Company Information
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746Virginia Beach, VA 23452TRUST BUT VERIFY
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Contact information
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