Donald G. Manchester

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CRD#: 2751991

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Guy Manchester was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1996. Donald had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: NO; ADDRESS: 575 LYNNHAVEN PKWY, STE 310, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES; POSITION: AGENT; START DATE: 5/15/97; APPROX. HRS PER MO: 5; APRROX HRS DURING TRADING HRS: 5; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 3, 1997 - January 11, 2024

FINANCIAL SECURITY ADVISORY INC

RIA

CRD#: 110746

NEWPORT NEWS, VA

Past

May 15, 1997 - January 11, 2024

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

CRD#: 43000

NEWPORT NEWS, VA

Past

June 28, 1996 - May 15, 1997

DAVENPORT-DUKES FINANCIAL SERVICES, INC.

CRD#: 37664

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/27/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/8/2008

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FINANCIAL SECURITY ADVISORY INC

CRD#: 110746 / SEC#: 801-54496

RIA

Registered Investment Advisory firm - (5/15/1997 Approved)

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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

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL SECURITY ADVISORY, INC. PART 2A BROCHURE 09262024 (9/30/2024)

Regulatory assets under management

Total Number of Accounts	2,904
AUM (Assets Under Management)	$ 1,570,635,977

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Donald G. Manchester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

DAVENPORT-DUKES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FINANCIAL SECURITY ADVISORY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/1996

Series 63

Date: 6/27/1996

SIE

Date: 10/1/2018

Series 6

Date: 6/27/1996

Series 26

Date: 5/8/2008

Current Firm

FINANCIAL SECURITY ADVISORY INC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SECURITY ADVISORY INC

TRUST BUT VERIFY

Contact information

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