Susan Parker Shum
Investment adviser representative at Financial Security Advisory Inc
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Financial Security Advisory IncApr 2019 to now
- Financial Security Management, IncJul 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Financial Security Advisory Inc
$1.9BAssets managed
3,393Clients
30Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6584884
- Firm CRD
- 110746