A complete list of active advisors currently associated with First Financial Security, LLC

Warmer can help you find a great advisor at First Financial Security, LLC or one who fits your needs even better.

First Financial Security, LLC serves individual clients with investment management and securities advice and also offers a short-term "special consultation" option for clients who prefer project-style engagements. The firm reports managing about $11.7 million across 29 accounts and devotes the majority of its professional time to investment management. The adviser combines fundamental and technical analysis and implements long-term, short-term, and trading strategies tailored to each client; portfolios are managed on an individualized, non-discretionary basis, meaning client approval is required for transactions. Accounts are reviewed quarterly and clients receive trade confirmations and custodian statements directly from the qualified custodian, while the firm does not provide separate written performance reports to investment management clients. Distinctive features include the firm’s primarily non-discretionary model—an arrangement that is relatively uncommon among independent advisers—and a policy of executing trades for clients individually rather than aggregating (block) trades. The firm also commonly recommends custody through a major institutional platform (Charles Schwab) and offers alternative billing arrangements for consultations, such as hourly or fixed-fee engagements.

To learn more about the advisors currently working at First Financial Security, LLC, 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.