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
Disclaimer
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

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

Services

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

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:    530 million
 

Compliance

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

Compensation and Fees

Compensation Methods:    Based on Assets, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $50000
 
 
 
 
 
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