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Charles R. Mckinney

FINANCIAL SECURITY ADVISORY
VA BEACH, VA 23452
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ronald Mckinney'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®
None

Experience

Current

December 12, 2000 - Present

FINANCIAL SECURITY ADVISORY INC

Office #1: 575 Lynnhaven Pkwy Suite 310, Va Beach, VA 23452
RIA
CRD#: 110746
VA BEACH, VA
Current

December 12, 2000 - Present

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452
BD
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
Pennsylvania
(1/14/2026)
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
RR
IAR
Series 66
Date: 7/19/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/2000
General Securities Representative Examination
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
43

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 IIA BROCHURE 09.29.25 (9/29/2025)

Regulatory assets under management

Total Number of Accounts3,141
AUM (Assets Under Management)$ 1,743,248,795

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#: 110746Va Beach, VA 23452

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