FINANCIAL SECURITY MANAGEMENT, INC of LAKEWOOD, CO is an SEC-registered investment adviser (CRD 116570). Regulatory assets under management: $611.5M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey Scott Larkin | PRESIDENT/TREASURER; PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Steven Torrison | SHAREHOLDER | — |
| Amy Louise Terry | SECRETARY; VICE PRESIDENT | — |
| Lori Ann Miller | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| MILLER KATHLEEN ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | — |
| LARKIN JEFFREY SCOTT | PRESIDENT/SECRETARY/TREASURER; PRESIDENT/TREASURER | — |
| GIBSON ROY DANIEL | VICE PRESIDENT/SECRETARY; VICE PRESIDENT/SECRETARY/CCO | — |
| TORRISON JEFFREY STEVEN | CEO; SHAREHOLDER | — |
| TERRY AMY LOUISE | SECRETARY | — |