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Featured Business Financial Advisor in Metairie, LA
Metairie Financial Advisors
First Security Financial Wealth Manager, Inc.
3501 N Causeway Blvd Ste 101
Metairie, LA 70002
(504) 834-1150
“First Security Financial where your Financial Security comes”
Advisor Profile
David Compton
Name:  David Compton
Website:  Visit Website

About First Security Financial Wealth Manager, Inc.

Given our years of experience, our commitment to uncompromising ethics and our objective of superior service we have built our practice on the dedication of helping clients achieve financial security and peace of mind.

First Security Financial Wealth Manager, Inc. specializes in offering solid financial solutions for retirement and helping people accumulate, protect and preserve their wealth.

David Compton, is the CEO and founder of First Security Financial Wealth Manager, Inc. and co-host of First Security Financial Show (featured on WRNO 99.5 FM and WJBO 1150 AM).

In the office and on the radio, David has helped individuals reach their retirement goals by providing education and advice on successful retirement planning strategies to help avoid common and significant retirement mistakes.

Outside of the office David is an avid outdoorsman and family man. He enjoys traveling, hunting and fishing as well as quality time with his family in Tickfaw, La.

David takes pride in his educational radio shows and local events because he believes the advice he provides is most effective when taken early, before critical retirement mistakes can be made.
 

General Information

CRD#:    6744257
Firm CRD#:    286470
Name of Broker/Dealer:    Gradient Investments
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    LA
States Willing to do Business in:    Ama,Arabi,Barataria,Belle Chasse,Boutte,Chalmette,Des Allemands,Destrehan,Gretna,Hahnville,Harvey,Kenner,La Place,Lafitte,Luling,Marrero,Meraux,New Orleans,Norco,Paradis,Reserve,Saint Rose,Violet,Westwego
Years of Experience in Financial Services:    34
Number of Years with Current Firm:    3
Work Experience:    I've helped clients with there retirement needs for over 30 years, with an emphasize on sustainable income. Our managed money strategies are closely aligned with clients risk tolerance.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your home, At your office, At my office
 

Qualifications & Memberships

Securities Licenses:    Series 65
Non-Financial Organization Memberships:    Ethics .Net and Accredited Business with BBB
 

Firm Information

Firm's Number of Clients:    400
Firm's Number of Planning Clients:    20
Firm's Number of Managed Clients:    20+
Assets Managed by Firm:    4 million
Advisor's Number of Clients:    400+
Assets Managed by Advisor:    4 million
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000.00
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    .5%-1%
Minimum Fee Charged for Managed Accounts:    n/a
Minimum Fee Charged for Hourly Planning Accounts:    n/a
 
 
 
Prepared By: David Compton

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