Unclaimed Profile

Richard Duncan Woodall

FINANCIAL SECURITY ADVISORY INC·VIRGINIA BEACH, Virginia

SIE, Series 1, Series 7, Series 26, Series 63, Series 99TOChFCClean record28 years registeredFINANCIAL SECURITY ADVISORY INC

477 VIKING DRIVE, VIRGINIA BEACH, VA 23452CRD# 716996Firm CRD# 110746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Duncan Woodall · VIRGINIA BEACH, VA

Registration

CRD #716996 · FINANCIAL SECURITY ADVISORY INC · 28 years registered

Brand Profile

Not yet started

Career History

FINANCIAL SECURITY ADVISORY INC

Dec 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 26

Series 63

Series 99TO

Registration record

First registered · December 2, 1997

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SECURITY ADVISORY INC

CRD 110746 · SEC 801-54496

AUM

$1.6B

Regulatory assets under management

Employees

2,904 client accounts

Services offered by FINANCIAL SECURITY ADVISORY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SECURITY ADVISORY INC →

Introduction

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Frequently Asked Questions

What services does Richard Duncan Woodall offer?

Richard Duncan Woodall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Richard Duncan Woodall's credentials?

Richard Duncan Woodall holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Duncan Woodall located?

Richard Duncan Woodall is based in VIRGINIA BEACH, Virginia, working with FINANCIAL SECURITY ADVISORY INC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Richard Duncan Woodall charge for services?

Richard Duncan Woodall's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SECURITY ADVISORY INC?

FINANCIAL SECURITY ADVISORY INC has approximately 41 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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