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Matthew Robert Farrell

Financial Security Advisory Inc.

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About Matthew Robert Farrell

Matthew Robert Farrell is an Investment Adviser Representative with Financial Security Advisory Inc. He is registered with the state of Virginia. Matthew has been in the industry since 2013 and has experience in financial services and mortgage lending. He has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension plans. His firm, Financial Security Advisory Inc., has been in business for many years and has a strong reputation in the community. The firm offers a range of financial services, including financial planning, portfolio management, and wealth management.

Firm Information

Matthew Farrell 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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Matthew Farrell’s Registration & Firm History

VA

09/03/2021 - Present

Financial Security Advisory Inc. (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 09/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2021

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

BC

Issued 01/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Robert Farrell.
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