Advisor at Financial Security Advisory Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Security Advisory Inc
Location
Va Beach, VA 23452
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Eugene Carracino is a CFP® professional with 32 years of experience, currently serving at Financial Security Advisory Inc. since 1997. He also engages in negotiating vehicle purchases for clients and referrals. Financial Security Advisory, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities, emphasizing asset allocation and a long-term buy-and-hold strategy supported by quantitative and qualitative analysis.
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
477 Viking Drive, Suite 305
Va Beach, VA 23452
Virginia
#Ia Financial Security Advisory, Incorpo
1997 - Present (29 years)
Financial Security Management, Incorporated
1997 - Present (29 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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Stages Planning Group, LLC
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