Kevin
Joyce

Financial Security Advisory Inc

CRD#6083692
Investment Advisor
in Newport News, VA

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About this Advisor

Kevin Joyce is a financial advisor based in Newport News, Virginia, who has 10 years of relevant experience. Joyce is an employee of Financial Security Advisory Inc. They have spent their entire career at Financial Security Advisory Inc. Joyce holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Financial Security Advisory Inc is a registered investment company that has its headquarters in Virginia Beach, VA. The firm has offices in five locations and a total of 32 employees. It has $1 billion in total assets between its 5,136 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 5,136 customer accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in investable assets. Financial Security Advisory Inc provides a few 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 depend on which service is offered. However, fees billed by Financial Security Advisory Inc can consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

Kevin Joyce Work History

Kevin has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Financial Security Management, Inc

*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 Kevin Joyce 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
Kevin Joyce
Newport News, VA
Alison Rodriguez
Virginia Beach, VA
Tyler Neese
Virginia Beach, VA
Brittany Mccormick
Virginia Beach, VA
Jessica Wyman
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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