Financial Security Solutions, Corp.
Financial Security Solutions, Corp. (CRD# 124085) is a financial advisory firm headquartered in Tarzana, CA. They manage $122,731,169 in 285 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Financial Security Solutions, Corp.
By the Numbers
-
Total Assets Under Management123MILLION
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$430,636
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Financial Security Solutions, Corp.
1
James Peebles (CRD# 1506383) is an Investment Advisor Representative working at Financial Security Solutions, Corp. in Newport Beach, CA and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.