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Charles Ronald McKinney

Financial Security Advisory Inc.

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About Charles Ronald McKinney

Charles McKinney is a financial advisor in Virginia Beach, Virginia. Charles McKinney is a Registered Representative and Investment Advisor Representative who has been in the industry since July 11, 2000. Charles McKinney is associated with Financial Security Advisory Inc.. Charles McKinney has passed the Series 66, Series 7 and SIE exams and has been registered with FINRA since July 5, 2000. Charles McKinney also holds registrations in Alabama, Arizona, California, Florida, Georgia, Illinois, Maryland, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Charles McKinney specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Charles McKinney is currently registered with Financial Security Advisory Inc.. Financial Security Advisory Inc. is an investment advisor located in VIRGINIA BEACH, VA. The firm manages $1 billion - $10 billion in assets, with a focus on providing financial planning, portfolio management for businesses and individuals, and other services. The firm has a client base of 2904 accounts, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Their services are tailored to meet the needs of a diverse clientele, and they have a strong track record of success in managing investments.
Financial Security Advisory Inc.

477 VIKING DRIVE

VIRGINIA BEACH, VA 23452

$1.57B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles McKinney’s Registration & Firm History

VA

12/12/2000 - Present

Financial Security Advisory Inc. (VA BEACH VA)

MN

07/06/2000 - 12/05/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/06/2000 - 12/05/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charles Ronald McKinney. Review regulatory record here.
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