A complete list of active advisors currently associated with Financial Security Services Group, Inc.
Warmer can help you find a great advisor at Financial Security Services Group, Inc. or one who fits your needs even better.
Financial Security Services Group, Inc. provides advisory services primarily to individual and high‑net‑worth clients, managing roughly $83.4 million across about 323 client relationships through a small advisory team. The firm offers discretionary asset management, direct management of variable annuity and variable life sub‑accounts, financial planning and consulting, and client workshops. FSSG’s investment program is discretionary and combines fundamental and technical analysis with portfolio monitoring and third‑party manager models; the firm also discloses use of a proprietary market‑timing signal that can move all or part of portfolios into and out of stocks, ETFs, and mutual funds. The firm works with co‑advisors/third‑party managers under written arrangements and discloses that market‑timing can increase trading frequency and create tax and transaction considerations for clients. Notable distinctions disclosed in the brochure include an affiliation with an insurance business: the firm’s president maintains a licensed insurance practice and receives commissions and overrides from that separate activity, a relationship the firm identifies as a potential conflict of interest. FSSG also offers no‑charge educational workshops for clients and prospects and participates in a documented fee‑sharing and long‑term incentive arrangement with a third‑party portfolio manager tied to AUM thresholds.
To learn more about the advisors currently working at Financial Security Services Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highland Village, TX
| 11
| |
Amarillo, TX
| 39
| |
Highland Village, TX
| 25
| |
Highland Village, TX
| 12
|
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