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GB

Gayle E. Blachura

FINANCIAL SECURITY ADVISORY
Virginia Beach, VA 23452
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CRD#: 2874363
GB

Professional summary


Gayle Elizabeth Blachura, CFP®, ChFC®, who also goes by Gayle Obrien, 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.

Gayle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gayle has worked at 3 firms and has passed the Series 65, Series 63, Series 66, Series 99TO, SIE, Series 62, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gayle Obrien

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.
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: 3/4/97; 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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gayle Elizabeth Blachura's CRS (Customer Relationship Summary).
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: 2004

Experience


Current

April 11, 2001 - Present

FINANCIAL SECURITY ADVISORY INC

Office #1: 477 Viking Drive Suite 305, Virginia Beach, VA 23452
RIA
CRD#: 110746
Virginia Beach, VA
Current

December 5, 2000 - Present

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452
BD
CRD#: 43000
Virginia Beach, VA
Past

August 6, 1997 - December 31, 1997

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE

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
California
(1/5/2009)
RR
Connecticut
(5/9/2005)
RR
Florida
(4/6/2006)
IAR
Florida
(8/22/2024)
RR
Georgia
(1/8/2024)
RR
Idaho
(1/10/2023)
RR
Indiana
(1/8/2024)
RR
Maryland
(4/6/2006)
RR
Minnesota
(1/9/2023)
RR
Mississippi
(1/9/2023)
RR
Montana
(1/9/2023)
RR
New Jersey
(1/12/2016)
RR
New York
(7/9/2010)
RR
North Carolina
(4/4/2003)
IAR
North Carolina
(5/8/2024)
RR
Ohio
(1/29/2020)
RR
Pennsylvania
(1/9/2023)
RR
South Carolina
(10/6/2004)
IAR
South Carolina
(6/27/2024)
RR
Texas
(1/22/2018)
RR
Virginia
(12/11/2000)
IAR
Virginia
(4/11/2001)
RR
Wisconsin
(10/1/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/2/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 10/3/1997
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/19/2017
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,904
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.

Company Information


FINANCIAL SECURITY ADVISORY INC

CRD#: 110746Virginia Beach, VA 23452

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