Security Financial Management, Inc.
Financial Services
2420 South Lakemont Avenue
35 employees
- Employees
- 35
- Contacts
- 3
- Emails
- 3
Security Financial Management, Inc. Overview
- Headquarters
- 2420 South Lakemont Avenue
- Phone Number
- Available in AeroLeads
- Website
- sfmadvisorgroup.com
- Industry
- Financial Services
- Employees
- 35
- Founded
- 1986
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Security Financial Management, Inc.
Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years. Voted The Best of Winter Park - Financial Planning Firm 2023, 2022, 2021, 2020 Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: https://www.kestrafinancial.com/disclosures FINRA BrokerCheck: https://brokercheck.finra.org/
Security Financial Management, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Security Financial Management, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mitchell B. Walk Aams® | Managing Partner/wealth Advisor | Longwood, Florida, United States |
Email
|
| Marian S. | Retired | Melbourne, Florida, United States |
View
|
| Daniel Laforest | Wealth Manager | Winter Park, Florida, United States |
Email
|
| Sandra Fay-Wotherspoon | Licensed Nc & Sc Realtor with Primary | Charlotte, North Carolina, United States |
Email
|
Employees by Management Level
Individual contributor
15 profiles
Manager
3 profiles
Director
1 profile
Associate / junior
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 1 |
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Security Financial Management, Inc. Tech Stack
Security
13 profiles
Compare Similar Companies to Security Financial Management, Inc.
Social Catering and Events
Hospitality
Bluespring Wealth Partners
Financial Services
Voyage Retirement Solutions
Financial Services
Kestra Investment Management
Financial Services
National Association of Real Estate Advisors
Real Estate
Chuckanut Property Management
Facilities Services
Keasey Properties
Multi-signal peer
Private Investigator Essentials
E-Learning Providers
Sevyn Property Management
Real Estate
Soluma Aesthetics
Medical Practices