Security Financial Management
Financial Services • 
Orlando, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 2420 South Lakemont Avenue, Suite 120, Orlando, FL 32814, US |
| Phone number | +14077406553 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Key Contact at Security Financial Management
Charles W. Allen
Director Of Operations
Security Financial Management Email Formats
Security Financial Management uses 2 email formats. The most common is {first initial} (e.g., j@sfmadvisorgroup.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sfmadvisorgroup.com | 81.8% |
{first name} | john@sfmadvisorgroup.com | 18.2% |
About Security Financial Management
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 revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $58,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Security Financial Management has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Security Financial Management has never raised funding before.
Security Financial Management Tech Stack
Discover the technologies and tools that power Security Financial Management's digital infrastructure, from frameworks to analytics platforms.
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