Advisor at Financial Security Advisory Inc
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Firm
Financial Security Advisory Inc
Location
Virginia Beach, VA 23452
Credentials
Series 65
Industry experience
3 years
Kristy De Jarnette is a financial advisor with Financial Security Advisory Inc., holding a Series 65 designation and two years of industry experience. She previously worked at Farmers Bankshares, Inc. for 15 years before joining Financial Security Management, Inc. in 2022. Outside of her advisory role, she serves as treasurer for both the Western Tidewater Free Clinic and the Windsor Athletic Association. 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 strategy, using quantitative screening and qualitative due diligence to select investments, and offers 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 Management, Inc.
2022 - Present (4 years)
Farmers Bankshares, Inc.
2007 - 2022 (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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