Financial Security Management, Incorporated

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
45
Avg account
$0

Firm details

Headquarters
Virginia Beach, Virginia
CRD number
43000
Registered since
May 14, 1997

Firm profile

FINTRX

Overview

Financial Security Management, Incorporated is an SEC-registered advisory corporation that has been registered since 1997. The FINTRX profile identifies ownership as a combination of a domestic entity and an individual and labels the firm’s classification as Unclassified. The record indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. Additional activity flags in the profile show it is not a newly formed adviser, not a pension consultant, and not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kristy DeJarnette

    Kristy DeJarnette

    Chief Operating OfficerCRD 7632290

Contacts

3 of 44
  • Angelica Olivier

    Angelica Olivier

    Registered RepresentativeCRD 5209272

  • Justin Bateman

    Justin Bateman

    ParaplannerCRD 8158178

  • Matthew Farrell

    Matthew Farrell

    Financial AdvisorCRD 7324706

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Virginia Beach, VA

Virginia Beach City

Location

Virginia Beach, VA

Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
Virginia Beach City
Address
477 Viking Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth