Financial Security Services Group, Inc.
Firm details
- Headquarters
- Highland Village, Texas
- CRD number
- 167464
- Website
- fssgroup.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals51.92%
- HNWI48.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Security Services Group, Inc. operates as an independent registered investment adviser owned by an individual and positions itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and advice on selecting third‑party advisers. It also offers market timing services and runs educational seminars and workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, fixed fees and other fee types. The firm does not identify as an active ESG investor and is not characterized as a multistate adviser. Financial Security Services Group, Inc. maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Other15%
- Cash & Cash Equivalents11%
- Exchange Traded Equities5%
- US Government Bonds2%
Contacts
3 of 4Billy Clements
Investment Advisor RepresentativeCRD 1219382

Saragail Calloway
Wealth Planner and AdvisorCRD 6138980
Jerome Leftwich
AdvisorCRD 2398066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highland Village, TX
Denton
Location
Highland Village, TX
Headquartered in Highland Village, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 2900 Village Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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