Unclaimed Profile

Robert James Obrien

FINANCIAL SECURITY ADVISORY INC·VIRGINIA BEACH, Virginia

SIE, Series 6TO, Series 7, Series 26, Series 51, Series 63, Series 99TOCFP ChFCClean record29 years registeredFINANCIAL SECURITY ADVISORY INC

477 VIKING DRIVE, VIRGINIA BEACH, VA 23452CRD# 1314543Firm CRD# 110746

Profile Verification

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

Identity

Robert James Obrien · VIRGINIA BEACH, VA

Registration

CRD #1314543 · FINANCIAL SECURITY ADVISORY INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL SECURITY ADVISORY INC

FINANCIAL SECURITY ADVISORY INC

Jul 1997 – Jan 2024

VA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 26

Series 51

Series 63

Series 99TO

Registration record

First registered · July 3, 1997

Years registered · 29

Professional designations · CFP, 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 Robert James Obrien offer?

Robert James Obrien specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert James Obrien's credentials?

Robert James Obrien holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert James Obrien located?

Robert James Obrien is based in VIRGINIA BEACH, Virginia, last registered with FINANCIAL SECURITY ADVISORY INC.

How does Robert James Obrien charge for services?

Robert James Obrien'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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