Financial Security Advisory Inc
● SEC registered since 1997CRD 110746SEC# 801-54496Virginia Beach, VA
Reg. AUM
$1.74B
Employees
43
Accounts
3,141
Location
Virginia Beach, VA
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 $1.7 billion in regulatory assets under management and employs 43 people.
Financial Security Advisory Inc owners & executives
15 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Security Advisory Inc manage?
Financial Security Advisory Inc reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Security Advisory Inc have?
Financial Security Advisory Inc reports 43 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
$1.74BNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.74Bregulatory AUM
Discretionary $1.74BNon-discretionary $894K