Secretary · Financial Security Advisory Inc
Archie R. Megginson
CRD 1479442 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Security Advisory Inc, an SEC-registered wealth manager based in Virginia Beach, VA with $1.9 billion in regulatory assets, lists Archie R. Megginson on its Form ADV as Secretary, a control person.
Firms and roles
- Financial Security Advisory IncSecretaryWealth manager · Virginia Beach, VA · $1.9B in regulatory assets
AtlasMembers
Archie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Archie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- John T. OrlandoPresident, Financial Security Advisory Inc
- Richard D. WoodallExecutive Vice President, Financial Security Advisory Inc
- Charles F. JenksSenior Vice President, Financial Security Advisory Inc
- Reginald C. CorinaldiTreasurer, Financial Security Advisory Inc
- Kristy DeJarnetteChief Operations Officer, Financial Security Advisory Inc
1 more person named with Archie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Archie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.