Advisor at Financial Security Advisory Inc
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Firm
Financial Security Advisory Inc
Location
Va Beach, VA 23452
Credentials
Series 66
Industry experience
25 years
Charles Mckinney is a financial advisor at Financial Security Advisory Inc with 25 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 for International Medical Direction, Inc., a company providing emergency EMT support. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, combining quantitative screening with qualitative due diligence and committee oversight.
Based on Financial Security Advisory Inc
$0 - $249,999: 1.50% $250,000 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.75% $10,000,000 - $20,000,000: 0.65% Above $20,000,000+: Negotiated
$150 per hour
Account minimum: $100,000 Fee-only: $150 per hour; anticipated fee between $1,500 and $2,500 for financial planning services
575 Lynnhaven Pkwy, Suite 310
Va Beach, VA 23452
Arizona · Virginia
Financial Security Management, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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