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/
View Top Employees from Security Financial Management, Inc.Website | http://www.sfmadvisorgroup.com |
Revenue | $5 million |
Funding | $150000 |
Employees | 36 (31 on RocketReach) |
Founded | 1986 |
Address | 2420 South Lakemont Avenue Suite 120, Orlando, Florida 32814, US |
Phone | (407) 740-6553 |
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Industry | Financial Services, Finance General, Cyber Security, Finance, Information Technology, Privacy and Security, Security |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Security Financial Management, Inc. employee's phone or email?
The Security Financial Management, Inc. annual revenue was $5 million in 2024.
David Allen is the Founding Partner of Security Financial Management, Inc..
31 people are employed at Security Financial Management, Inc..
Security Financial Management, Inc. is based in Orlando, Florida.
The NAICS codes for Security Financial Management, Inc. are [52393, 5239, 523, 52].
The SIC codes for Security Financial Management, Inc. are [628, 62].