CM
Charles R. Mckinney
FINANCIAL SECURITY ADVISORY
VA BEACH, VA 23452
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CRD#: 4199558
CM
Professional summary
Charles Ronald Mckinney is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Va Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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 OF BUS: INTERNATIONAL MEDICAL DIRECTION, INC.; NON- INVESTMENT-RELATED; ADDRESS: 3101 N CENTRAL AVE SUITE 790 PHOENIX, AZ 85012; NATURE OF BUS: EMERGENCY EMT SUPPORT; POSITION: CFO; START DATE: JAN 2013; HRS/MO: 10; HRS DURING TRADING HRS: 2; DUTIES: FINANCIAL EVALUATIONS, RECONCILIATION OF CHECKBOOK, PREPARATION OF ACCOUNTING RECORDS. 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: 11/8/2000; 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. Name: Virtual ER, not investment-related; Address: 3101 N CENTRAL AVE SUITE 790 PHOENIX, AZ 85012; Nature of business: Emergency Medical Communication; Position: Bookkeeper; Start date: June 1, 2017; Hrs/mo: 4; hours devoted during trading hours: 1; duties: bookkeeping.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Ronald Mckinney'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®
NoneExperience
Current
December 12, 2000 - Present
FINANCIAL SECURITY ADVISORY INC
Office #1: 575 Lynnhaven Pkwy Suite 310, Va Beach, VA 23452RIA
CRD#: 110746
VA BEACH, VA
Current
December 12, 2000 - Present
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452BD
CRD#: 43000
Virginia Beach, VA
Past
July 6, 2000 - December 5, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 6, 2000 - December 5, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(7/21/2005)
IAR
Arizona(1/17/2014)
RR
California(4/25/2003)
RR
Florida(2/5/2009)
RR
Georgia(4/25/2007)
RR
Illinois(2/3/2023)
RR
Maryland(3/20/2013)
RR
New Jersey(7/31/2025)
RR
North Carolina(12/2/2003)
RR
Ohio(1/10/2023)
RR
Texas(2/5/2018)
RR
Virginia(12/12/2000)
IAR
Virginia(12/12/2000)
RR
West Virginia(1/23/2024)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746Va Beach, VA 23452TRUST BUT VERIFY
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