Financial Security Advisory Inc
● SEC registered since 1997CRD 110746SEC# 801-54496Virginia Beach, VA
Reg. AUM
$1.95B
Employees
37
Accounts
3,393
Location
Virginia Beach, VA
About Financial Security Advisory
Financial Security Advisory, operating as Financial Security Group, offers financial planning and investment strategies aimed at financial independence. Its experienced planners support clients across personal and family goals.
Summary based on the firm’s website.
Financial Security Advisory Inc assets under management
Financial Security Advisory Inc operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 1997. It reports $1.9 billion in regulatory assets under management and employs 37 people.
Financial Security Advisory Inc owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Archie Ray Megginson Control | Secretary | Under 5% | 1997 |
| Charles Frederick Jenks Control | Senior Vice President | Under 5% | 1997 |
| Financial Security Companies, LLC | Owner | Over 75% | 2003 |
| John Thomas Orlando Control | President | Under 5% | 2012 |
| Kelly Powell Taylor | Chief Compliance Officer | Under 5% | 2026 |
| Kristy Dejarnette | Chief Operations Officer | Under 5% | 2022 |
| Reginald Curtis Corinaldi Control | Treasurer | Under 5% | 1997 |
| Richard Duncan Woodall Control | Executive Vice President | Under 5% | 1997 |
| Archie Ray Megginson Control | Partner | — | 2003 |
| Charles Frederick Jenks Control | Partner | — | 2003 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Financial Security Advisory Inc manage?
Financial Security Advisory Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Security Advisory Inc have?
Financial Security Advisory Inc reports 37 employees.
Where is Financial Security Advisory Inc located?
Financial Security Advisory Inc is based in Virginia Beach, VA and has been SEC-registered since 1997.
Does Financial Security Advisory Inc disclose fund performance?
Financial Security Advisory Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 477 Viking Drive, Suite 305, Virginia Beach, VA 23452 |
| Phone | 757-431-1414 |
| Fax | 757-703-0510 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.95B▲ 12%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,369 advisers
EmployeesTop 15%
More than 85% of 16,804 advisers
Assets under management
$1.95Bregulatory AUM
Discretionary $1.95B