Archie MegginsonCRD Number: 1479442
Current Firm: Financial Security Advisory Inc.
Archie Megginson (CRD# 1479442) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Va Beach, VA and has over 30 years of experience in the finance industry. Archie Megginson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fidelity Personal And Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Suntrust Advisory Services, Inc.
|#ia Financial Security Advisory, Incorpo||Virginia Beach, VA||Jun 1997 - Current||23|
|Financial Security Management, Incorporated||Virginia Beach, VA||May 1997 - Current||23|
|Guardian Life Insurance Company Of America||New York, NY||May 1979 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1990|
|S65||NASAA Investment Advisors Law Examination||Oct 1991|
Total Assets Under Management946MILLIONS
Total Number of Accounts4,410ACCOUNTS
Average Account Value$214,411
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA
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