Archie Megginson, financial advisor Va Beach VA

Archie Megginson

CRD 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.

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Professional Designations
Company Name Location Dates Years
#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
Contact Info for Archie R. Megginson
Phone Number: 757-431-1414
Firm Website: http://www.gofsg.com
Registered State(s):
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    946
    MILLIONS
  • Total Number of Accounts
    4,410
    ACCOUNTS
  • Average Account Value
    $214,411
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

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