Va Beach, VA Office

Team
Updated today
Financial Security Advisory Inc logo

Financial Security Advisory Inc

Multi-team

Firm-wide stats for Financial Security Advisory Inc

Total advisors

30

Across 7 offices

Clients per advisor

103 Very High

Avg AUM per client

$588,624 Typical

HNW client ratio

15% Typical

About

Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates and employer-sponsored plans, managing portfolios that include mutual funds, stocks, bonds, ETFs and, where appropriate, illiquid alternative investments. The firm also offers advisory programs delivered through third‑party platforms (including a Charles Schwab Managed Advisory Platform) and will accept transferred legacy positions when constructing client accounts.

FSA emphasizes asset allocation as the primary driver of portfolio construction and favors long‑term holdings, using quantitative screening and qualitative due diligence (including manager tenure and multi‑period performance) to select mutual funds and other investments. Accounts are typically managed on a limited discretionary basis, with periodic reviews and the option to use separate account managers or alternative investments when deemed suitable.

The brochure discloses affiliations with related entities that sell insurance and variable products, noting those relationships may create potential conflicts of interest when recommending products or companies to clients. Unlike many peers that offer fixed‑fee arrangements, FSA’s advisory practice is structured around percentage‑of‑AUM fees (negotiable) and hourly or project fees for planning, and the firm has expanded disclosures about additional expenses tied to private equity and other alternative investments.

Based on Financial Security Advisory Inc

Expertise

Private / alternative investments Real estate investing Wealth management

Based on Financial Security Advisory Inc

Location

575 Lynnhaven Pkwy, Suite 310

Va Beach VA 23452

Advisors at this office

3

Advisors at this office

user avatar

Charles M

Series 66

Va Beach, VA

Financial Security Advisory Inc

Charles Mckinney is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds a Series 66 designation and has been with Financial Security Management, Inc. since 2000. Outside of his advisory role, he serves as CFO of International Medical Direction, Inc., a company providing emergency EMT support. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation as the primary factor in portfolio construction and uses both quantitative and qualitative methods to select investments, managing accounts on a limited discretionary basis.

Private / alternative investments Real estate investing Wealth management
user avatar

Richard W

ChFC®, Series 63

Va Beach, VA

Financial Security Advisory Inc

Richard Woodall is a financial advisor at Financial Security Advisory Inc with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with his current firm and its affiliated entities since 1997. Woodall also has a longstanding association with Guardian Life Insurance Co. since 1985. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, employing both quantitative screening and qualitative due diligence to select investments, and manages portfolios through a combination of discretionary oversight and tailored advisory solutions.

Private / alternative investments Real estate investing Wealth management
user avatar

Reginald C

Series 63

Va Beach, VA

Financial Security Advisory Inc

Reginald Corinaldi is a financial advisor at Financial Security Advisory Inc with 43 years of industry experience. He holds a Series 63 designation and has been affiliated with Financial Security Advisory Inc, Financial Security Management, Incorporated, and Guardian Life Insurance Co. since the mid-1980s. He serves as Vice President of Financial Security Group, Inc., where he prepares financial plans and life and health insurance applications. Corinaldi is also a board member of The Blocker Foundation, a nonprofit organization focused on charitable giving. Financial Security Advisory Inc provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing portfolios that include mutual funds, stocks, bonds, ETFs, and selective illiquid alternative investments. The firm emphasizes asset allocation, long-term holdings, and a combination of quantitative and qualitative analyses in portfolio construction.

Private / alternative investments Real estate investing Wealth management
View complete list of advisors at this office
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