Mary Dillon
Mary Dillon is a CFP-designated registered investment advisor at Financial Security Advisory INC, based in Virginia Beach, VA, with 40 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,393 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable based on account composition, complexity, and family relationships. Employees and their families may receive reduced or waived fees.
Fee Estimator
Location
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary is an agent at Financial Security Group, Inc. selling life and health insurance and providing financial advisory services, taking nearly full-time hours. Mary also owns a rental home and a restaurant, dedicating minimal time to these ventures.
Employment History
Current Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Previous Registrations
Dukes & CO Advisory, INC.
Davenport-Dukes Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
First Investors CorporationBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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