Financial Security Advisory Inc is a large advisory firm based in Virginia Beach. It manages $816.14 million of regulatory assets for 1,952 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.
Financial Security Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Security Advisory Inc is $816.14 million. The firm's AUM has grown by 528% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Security Advisory Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Thomas Orlando is individuals with 1,503 clients and $628.38 million of assets under management. Among the 10 most similar advisory firms, Financial Security Advisory has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $816.14 million for 1,952 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Financial Security Advisory doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Thomas Orlando has been acting as President since 1 Jan 2012. Gayle Elizabeth Blachura joined the executive team most recently as the Partner.
The principal office where Financial Security Advisory Inc performs its advisory services is located at 575 Lynnhaven Parkway, Virginia Beach, VA 23452, which is also the mailing address of the firm. An additional office of the firm is in Jacksonville, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 757-431-1414 or by fax 757-431-1991. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at gofsg.com.