CRD: 167464
Financial Security Services Group, Inc.
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- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail
- Platforms
- Peak glacier
- Established Date
- 05-16-2013
- Office Locations
- 3
Office Locations
About Financial Security Services Group, Inc.
Financial Security Services Group, Inc. is a fee-based, independent Texas RIA serving families, retirees and small-business owners with coordinated retirement income planning, investment management, and insurance-based solutions (Social Security, Medicare, long-term care, life insurance, and legacy planning). The team includes a women-focused retirement practice and offers a secure “Generational Vault” portal for document sharing and ongoing financial snapshots; custody includes Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WESLEY WAYNE WARREN
Chief Compliance Officer, Owner, President
- CRD
- #6181228
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SARAGAIL ANGELA CALLOWAY
--
- CRD
- #6138980
Billy Wayne Clements
--
- CRD
- #1219382
Delta frontier
Bridge meridian unison
- CRD
- #14166
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $336,587,785 | 17.4% |
| Other | $352,063,086 | 18.2% |
| Cash | $334,653,373 | 17.3% |
| Equity - Exchange | $199,244,494 | 10.3% |
| Corporate - Investment Grade | $379,144,862 | 19.6% |
| U.S. Government/Agency | $332,718,960 | 17.2% |
| Total | $1,934,412,560 | 100.0% |