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CRD#: 43000
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FINANCIAL SECURITY MANAGEMENT, INCORPORATED is located at 477 Viking Drive Suite 305, Virginia Beach, VA 23452 and was first established at Philadelphia, Virginia in 01/17/1997. After operating for 29 years, FINANCIAL SECURITY MANAGEMENT, INCORPORATED has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FINANCIAL SECURITY MANAGEMENT, INCORPORATED’s clients are individuals and 0% of their clients are high net worth individuals. FINANCIAL SECURITY MANAGEMENT, INCORPORATED has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FINANCIAL SECURITY MANAGEMENT, INCORPORATED are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FINANCIAL SECURITY MANAGEMENT, INCORPORATED‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FINANCIAL SECURITY MANAGEMENT, INCORPORATED. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for FINANCIAL SECURITY MANAGEMENT, INCORPORATED Comes From

Understanding the Statistics for FINANCIAL SECURITY MANAGEMENT, INCORPORATED and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Firm Size
Small
Phone Number
(757) 431-1414
Established
Virginia since 01/17/1997
Firm Type
Corporation
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FINANCIAL SECURITY COMPANIES, LLCOWNER
BLACHURA, GAYLE ELIZABETHPRESIDENT2874363
CORINALDI, REGINALD CURTISVICE PRESIDENT1054108
DEJARNETTE, KRISTY ELEYCOO, PFO, POO, FINOP7632290
JENKS, CHARLES FREDERICK JRVICE PRESIDENT1486892
MEGGINSON, ARCHIE RAY SRSECRETARY1479442
ORLANDO, JOHN THOMASVICE PRESIDENT2692207
SCHWALJE, GLENN SCOTTCHIEF COMPLIANCE OFFICER / AMLCO2441501
WOODALL, RICHARD DUNCANVICE PRESIDENT716996

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Advisor's working at FINANCIAL SECURITY MANAGEMENT, INCORPORATED

Archie Ray Megginson SR

Archie Ray Megginson SR

Ray Megginson Sr
IAR
RR
CRD#: 1479442
CFP®: Certified Financial Planner
Location:
Virginia Beach, VA 23452
Company:
FINANCIAL SECURITY ADVISORY INC
Disclosures:
Experience:
35 years
View Profile
Richard Lee Pugh

Richard Lee Pugh

Rick Pugh, Rik Pugh
IAR
RR
CRD#: 2317745
CFP®: Certified Financial Planner
Location:
Jacksonville, NC 28540
Company:
FINANCIAL SECURITY ADVISORY INC
Disclosures:
Experience:
32 years
View Profile
CJ

Charles Frederick Jenks JR

IAR
RR
CRD#: 1486892
CFP®: Certified Financial Planner
Location:
Newport News, VA 23606
Company:
FINANCIAL SECURITY ADVISORY INC
Disclosures:
Experience:
39 years
View Profile
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