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Kelly Powell Taylor

Financial Security Advisory Inc.

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About Kelly Powell Taylor

Kelly Powell Taylor is a registered investment advisor representative with Financial Security Advisory Inc. Kelly Taylor is licensed in Virginia and has been in the industry for over 20 years. Kelly Taylor has specialized in providing investment advice to high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.

Firm Information

Kelly Taylor 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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Kelly Taylor’s Registration & Firm History

VA

06/29/2023 - Present

Financial Security Advisory Inc. (VIRGINIA BEACH VA)

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Licenses & Designations

BC

Issued 08/10/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/26/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Powell Taylor.
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