CRD: 120878
First Financial Security, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2000
- Office Locations
- 1
Office Locations
About First Financial Security, LLC
First Financial Security, LLC provides financial education and personalized planning for individuals and families, pairing literacy workshops with solutions spanning term life insurance, living benefits coverage, and retirement planning/wealth management. The firm’s advisory approach commonly utilizes ETFs and mutual funds and reports Charles Schwab as a custodian. A differentiator is its Real Secrets of Money financial education program.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM JOHN MCCARTIN JR
Owner
- CRD
- #2334261
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,717,000 | -- |
| Total | $11,717,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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