Security Financial Management Revenue and Competitors

Orlando, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Security Financial Management's estimated annual revenue is currently $6.9M per year.(i)
  • Security Financial Management's estimated revenue per employee is $168,000

Employee Data

  • Security Financial Management has 41 Employees.(i)
  • Security Financial Management grew their employee count by 3% last year.

Security Financial Management's People

NameTitleEmail/Phone
1
Registered Financial ConsultantReveal Email/Phone
2
Wealth AdvisorReveal Email/Phone
3
Wealth AdvisorReveal Email/Phone
4
Financial Planning FirmReveal Email/Phone
5
Investment Advisor RepresentativeReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Wealth AdvisorReveal Email/Phone
8
Client Services RepresentativeReveal Email/Phone
9
Sales/ Mgt SpecialistReveal Email/Phone
10
Certified Financial Planner™Reveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M17-26%N/AN/A
#3
$43.2M187-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3592%N/AN/A
#6
$19.7M9429%N/AN/A
#7
$42.7M18522%N/AN/A
#8
$0.2M20%N/AN/A
#9
$6.7M408%N/AN/A
#10
$11.9M65-12%$75MN/A
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What Is Security Financial Management?

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years. 2013 and 2014 Top 25 Financial Planning Firms as published in the Orlando Business Journal 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.

keywords:N/A

N/A

Total Funding

41

Number of Employees

$6.9M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Security Financial Management News

2022-04-19 - Blackbaud Names Charles "Chuck" Miller Chief Information ...

Blackbaud Names Charles "Chuck" Miller Chief Information Security ... school management, ticketing, grantmaking, financial management,...

2022-04-19 - BHG Financial Establishes New Executive Technology and ...

Jerry Bartlett joins BHG Financial as its new Chief Technology Officer, while Fred Hamilton has been promoted to Chief Information Security...

2022-04-17 - Fortress Information Security Receives $125M Strategic ...

LLC served as financial advisor to Goldman Sachs Asset Management. Further terms of the transaction were not disclosed. About Fortress...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.1M415%N/A
#2
$8.3M41-2%N/A
#3
$8.9M4132%N/A
#4
$4.9M415%N/A
#5
$9.5M41-5%N/A