Featured Business Financial Advisor in Orlando, FL
Orlando Financial Advisors
Security Financial Management
2420 S Lakemont Ave, Suite 120
Orlando, FL 32814
(407) 644-4686
“Planning now for a better tomorrow”
Advisor Profile
Al Baker, CFP
Name:  Al Baker, CFP
Phone Number:  (407) 644-4686
Website:  Visit Website
Investment Advisor Representative, Investment Advisors, a Division of Pro-Equities, Inc. A Registered Investment Advisor, and A Registered Broker-Dealer, Member FINRA & SPIC Security Financial Management is independent of Pro-Equities, Inc.

About Security Financial Management

Come in looking for a Financial Planner and Walk out with your very own C.F.O. There are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we're responsive, experienced and thorough. Like your own C.F.O. should be.

General Information

CRD#:    1035089
Firm CRD#:    15708
Insurance License#:    A011794
Name of Broker/Dealer:    Pro-Equities
States Licensed in:    Florida, Michigan, Wisconsin, Virginia
States Willing to do Business in:    Altamonte Springs,Casselberry,Longwood,Maitland,Orlando,Oviedo,Winter Garden,Winter Park
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    4 m
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses


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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    62, Series 65, Series 6, Series 22, Series 63
Insurance and Annuity Licenses:    Life, Variable Annuity, Variable Life

Firm Information

Assets Managed by Firm:    530 million


Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Based on Assets, Hourly
Prepared By: Al Baker, CFP
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