Raeann
Watson
Financial Security Advisory Inc
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About this Advisor
Raeann Watson is a financial advisor based in Virginia Beach, Virginia, working with Financial Security Advisory Inc. Raeann has previously held positions at Financial Security Management, Inc, Altar'D State, Radford University, Applebees, Smoked From Above, Atlantic Shores Christian School, and Financial Security Advisory, Inc. Raeann has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Raeann is part of Financial Security Advisory Inc, which operates out of Virginia Beach, Virginia. The firm has 6 offices and 45 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Financial Security Advisory Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Security Advisory Inc Brokerage Details
$1,315,631,987
45
2,376
$553,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Raeann Watson Work History
Financial Security Advisory, Inc
Financial Security Management, Inc
Radford University
Altar'D State
Radford University
Applebees
Radford University
Smoked From Above
Atlantic Shores Christian School
Disclosures
Please visit the SEC profile of Raeann Watson 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
Virginia Beach, VA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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