Kevin Joyce, financial advisor Newport News VA
78 score

Kevin Joyce

CRD Number: 6083692
Current Firm: Financial Security Advisory Inc.

Kevin Joyce (CRD# 6083692) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Newport News, VA and has over 5 years of experience in the finance industry.

Similar Advisors
Oscar Alvarez, financial advisor Newport News VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
103
Similar Advisors
Jonathan Muhlendorf, financial advisor Newport News VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Wayne Berry, financial advisor Newport News VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Company Name Location Dates Years
Financial Security Management, Inc. Virginia Beach, VA May 2012 - Current 5
Fractals Church San Antonio, TX Nov 2007 - May 2012 4
Bay Area Fellowship Corpus Christi, TX Jan 2006 - Nov 2007 1
Boomerang Exchange Corpus Christi, TX Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. Joyce
Phone Number: 757-431-1414
Firm Website: http://www.gofsg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    547
    MILLIONS
  • Total Number of Accounts
    3,700
    ACCOUNTS
  • Average Account Value
    $147,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Kevin Joyce and other advisors.
BADGES
78

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.