Insights

Growth Potential Mid-sized financial services firm with revenue in the $50M-$100M range and a team size of 11-50 presents opportunities to upsell advanced advisory platforms, risk management tools, and client onboarding automation to support scale.

Securities and Advisory Operational structure shows securities through a registered broker-dealer and advisory services via an SEC-registered investment adviser, signaling potential need for integrated compliance tooling, RIA back-office support, and cross-channel client reporting solutions.

Recent Investment Activity Notable recent device in market: advisor team expanding investment activity with Weyerhaeuser exposure; opportunities exist to offer research subscriptions, portfolio analytics, and targeted due-diligence resources to enhance investment decision workflows.

Tech Footprint Current tech stack includes email security, web fonts, SEO tooling, Bootstrap-based front-end, media playback, analytics, and web server components, suggesting needs for cybersecurity hardening, data governance, marketing automation, and client portal modernization.

Scale Readiness Employee count and revenue profile align with mid-cap advisory firms; ideal to discuss scalable CRM, OMS/portfolio management integrations, and training services to support onboarding of additional advisors as growth continues.

Similar companies to Financial Security

Financial Security Tech Stack

Financial Security uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Financial Security's tech stack below.

  • Applicant Tracking Systems
  • Content Management System
  • E-commerce
  • Email Security
  • JSON-LD
    Javascript Frameworks
  • Bootstrap
    UI Frameworks
  • Web Analytics
  • SVG Support
    Web Platform Extensions

Financial Security's Email Address Formats

Financial Security uses at least 4 email formats:
Financial Security Email FormatsExamplePercentage
FLast@gofsg.comJDoe@gofsg.com
66%
First@gofsg.comJohn@gofsg.com
24%
Last@gofsg.comDoe@gofsg.com
8%
FirstLast@gofsg.comJohnDoe@gofsg.com
2%

Frequently Asked Questions

What is Financial Security's phone number?

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You can contact Financial Security's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Security's official website and social media links?

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Financial Security's official website is gofsg.com and has social profiles on LinkedIn.

How much revenue does Financial Security generate?

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As of September 2026, Financial Security's annual revenue is estimated to be $50M - $100M.

What is Financial Security's NAICS code?

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Financial Security's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Security have currently?

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As of September 2026, Financial Security has approximately 30 employees across 3 continents, including North America, Asia and Europe. Key team members include President: K. M., Owner: L. P. and Agency Associate Manager: P. J. Explore Financial Security's employee directory with LeadIQ.

What industry does Financial Security belong to?

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Financial Security operates in the Financial Services industry.

What technology does Financial Security use?

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Financial Security's tech stack includes iCIMS, WordPress, Shopify, Mimecast, JSON-LD, Bootstrap, Piwik PRO Core and SVG Support.

What is Financial Security's email format?

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Financial Security's email format typically follows the pattern of FLast@gofsg.com. Find more Financial Security email formats with LeadIQ.
Financial Security logo

Financial Security

Financial ServicesVirginia, United States11-50 Employees

Financial Security is a Virginia-based financial services firm founded in 1997 that brings together experienced financial planners and investment advisers focused on helping clients pursue financial independence through structured planning and ongoing guidance. Based in Virginia Beach, Virginia, the firm serves a small to mid-sized client base and emphasizes long-term financial outcomes. Securities offerings are provided through Financial Security Management, a FINRA/SIPC member, while advisory services are delivered by Financial Security Advisory, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. The two entities delineate separate channels for brokerage and advisory activities.

Section iconCompany Overview

Phone number
Website
gofsg.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Financial Security's revenue is estimated to be in the range of $50M - $100M

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