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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
Name of Broker/Dealer:    Pro-Equities
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    A011794
Number of Years with Current Firm:    4 m
States Licensed in:    Florida, Michigan, Wisconsin, Virginia
Firm CRD#:    15708
CRD#:    1035089
Years of Experience in Financial Services:    30
 

Services

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

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:    530 million
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    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:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Based on Assets, Hourly
 
 
 

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