Susan
Shum
Financial Security Advisory Inc
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About this Advisor
Susan Shum is a financial advisor who works in Virginia Beach, Virginia with a total of 4 years of industry experience. Shum is currently employed by Financial Security Advisory Inc. During their career, Shum has held roles at Financial Security Management, Inc and Wood Forrest National Bank. Shum maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Virginia. Financial Security Advisory Inc is an advisory firm based in Virginia Beach, VA. The investment advisory business has offices in five locations and a total of 32 financial advisors. It controls $1 billion in assets between its 5,136 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 5,136 customer accounts, just 14% are held by high-net-worth investors who have at least $1 million in investable assets. Financial Security Advisory Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Financial Security Advisory Inc most likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Security Advisory Inc Brokerage Details
$1,120,811,585
32
5,136
$218,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Susan Shum Work History
Susan has been registered as a financial advisor for 4 years.*
Financial Security Management, Inc
Wood Forrest National Bank
*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 Susan Shum 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
Virginia Beach, VA
Virginia Beach, VA
Newport News, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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