KJ
Kevin J. Joyce
FINANCIAL SECURITY ADVISORY
NEWPORT NEWS, VA 23606
Some features on this profile are disabled
CRD#: 6083692
KJ
Professional summary
Kevin John Joyce, ChFC®, CLU® is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Newport News, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Newport News, Virginia.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Kevin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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: 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: 5/15/12; 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: Lionsbridge Football Club LLC; Investment Related? No; Address: 97 Hopkins St, Newport News VA 23601; Nature of Business: Sports - Soccer; Position: Shareholder; Start Date of Relationship: 7-5-17; Hrs/mo devoted to other business: 8-16; Trading hrs/mo devoted to business:4; Duties: Promote team relationships in the soccer club. Name: Fortuitous Partners Virginia LLC; Investment Related? No; Address: 97 Hopkins St, Newport News VA 23601; Nature of Business: Sports venues; Position: Shareholder; Start Date of Relationship: 4.23.21; Hrs/mo devoted to other business: 8-16; Trading hrs/mo devoted to business:3; Duties: Promote relationships Name: Midfield Properties LLC; Investment Related? No; Address: 97 Hopkins St, Newport News VA 23601; Nature of Business: Sports venues; Position: Shareholder; Start Date of Relationship: 4.23.21; Hrs/mo devoted to other business: 8-16; Trading hrs/mo devoted to business:3; Duties: Promote relationships
CRS (Client Relationship Summary) - RIA
Click below to view Kevin John Joyce'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®
Experience
Current
January 30, 2013 - Present
FINANCIAL SECURITY ADVISORY INC
Office #1: 11801 Cannon Blvd Ste 200, Newport News, VA 23606RIA
CRD#: 110746
NEWPORT NEWS, VA
Current
June 19, 2012 - Present
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
Office #1: 11801 Canon Blvd Ste 200, Newport News, VA 23606BD
CRD#: 43000
Newport News, VA
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
Alabama(1/6/2025)
RR
Florida(2/5/2018)
IAR
Florida(7/9/2024)
RR
Georgia(1/29/2020)
RR
Indiana(2/2/2018)
RR
Louisiana(1/29/2020)
IAR
Louisiana(7/2/2024)
RR
Maryland(2/7/2018)
RR
Missouri(1/9/2023)
RR
Nebraska(1/6/2025)
RR
Nevada(1/6/2025)
RR
New York(1/6/2025)
RR
North Carolina(8/21/2015)
IAR
North Carolina(5/29/2024)
RR
Ohio(1/8/2025)
RR
Oklahoma(1/9/2023)
RR
Pennsylvania(1/29/2020)
RR
South Carolina(1/29/2020)
RR
Tennessee(1/6/2025)
RR
Texas(1/10/2017)
RR
Utah(1/9/2023)
RR
Virginia(6/26/2012)
IAR
Virginia(1/30/2013)
RR
Washington(1/29/2020)
RR
Wisconsin(1/29/2020)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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#: 110746Newport News, VA 23606TRUST BUT VERIFY
Monitor Kevin Joyce
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
