Donald
Manchester

Financial Security Advisory Inc

CRD#2751991
Investment Advisor
in Newport News, VA

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About this Advisor

Donald Manchester is a chartered financial consultant who works in Newport News, Virginia with 26 years of relevant experience. Manchester is on the advisory team at Financial Security Advisory Inc. Over the course of their career, they have held roles at Financial Security Management, Inc and #Ia Financial Security Advisory, Incorpo. Manchester maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Virginia. Financial Security Advisory Inc is an advisory firm operating out of Virginia Beach, VA. The firm has offices in five locations and a total of 32 people on staff. It administers $1 billion in assets under management among its 5,136 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 5,136 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Financial Security Advisory Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

11801 Cannon Blvd Ste 200
Newport News, VA 23606

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Financial Security Advisory Inc Brokerage Details

Total Assets Under Management

$1,120,811,585

VA Average: $1,835,309,194
Total Number of Employees

32

VA Average: 32
Total Number of Accounts

5,136

VA Average: 1,458
Average Account Size

$218,227

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Donald Manchester Work History

Donald has been registered as a financial advisor for 26 years.*

1997 - Present (27 years)

Financial Security Management, Inc

1997 - Present (27 years)

#Ia Financial Security Advisory, Incorpo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Manchester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Security Advisory Inc

Susan Shum
Virginia Beach, VA
Matthew Farrell
Virginia Beach, VA
Alison Rodriguez
Virginia Beach, VA
Tyler Neese
Virginia Beach, VA
Kevin Joyce
Newport News, VA
Jessica Wyman
Virginia Beach, VA
Brittany Mccormick
Virginia Beach, VA
Samuel Watson
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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