FINANCIAL SECURITY MANAGEMENT, INC

LAKEWOOD, Colorado·5 registered advisors·CRD# 116570
SEC# 801-810720303-988-1411
01

Firm Overview

AUM
$439M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL SECURITY MANAGEMENT, INC

5 registered advisors
Amy Louise Terry
LAKEWOOD, Colorado
Jeffrey Scott Larkin
LAKEWOOD, Colorado
Jeffrey Steven Torrison
LAKEWOOD, Colorado
Lori Ann Miller
LAKEWOOD, Colorado
Roy Daniel Gibson
LAKEWOOD, Colorado
05

Office Locations

LAKEWOOD, Colorado
5 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL SECURITY MANAGEMENT, INC (CRD# 116570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.