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).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Financial Security Solutions, Corp.
Showing 1 - 1 of 1 top financial advisors.
1
James M. Peebles
CRD#: 1506383
4299 Macarthur Blvd., Ste 204, Newport Beach, CA 92660

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.

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