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
Virginia Beach, VA 23452
Credentials
Series 63, Series 65
Industry experience
3 years
Kelly Taylor is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Financial Security Management, Inc., Taylor was a homemaker for six years. Outside of advisory duties, Taylor serves as an agent for Financial Security Group, Inc., providing life and health insurance sales and financial planning services. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, utilizing quantitative screening and qualitative due diligence, while also offering access to alternative investments and the Charles Schwab Managed Advisory Platform.
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
Virginia Beach, VA 23452
Virginia
Financial Security Advisory, Inc
2026 - Present (1 year)
Financial Security Management, Inc
2026 - Present (1 year)
Financial Security Management, Inc
2023 - 2026 (3 years)
Financial Security Management, Inc
2022 - 2023 (1 year)
Homemaker
2016 - 2022 (6 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.
Series 63, Series 65
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Series 65
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Wallach Planning & Investments
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
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