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Raeann Orlando Watson

Investment adviser representative at Financial Security Advisory Inc
10 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

10 years in the industry.

  1. Financial Security Advisory, Inc.May 2024 to now
  2. Financial Security Management, Inc.Aug 2020 to now
  3. Altar'd StateNov 2017 to Oct 2020
  4. ApplebeesMay 2017 to Aug 2017
  5. Radford UniversityAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

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
7324776
Firm CRD
110746
Advisor's SEC record (opens in a new tab)
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