John Thomas Orlando
CFP®Professional Summary
John Thomas Orlando, CFP® is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Va Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. John has worked at 3 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 62, Series 6 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
- Divorce Planning
- Retirement Planning
- Estate Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL SECURITY ADVISORY INC
Contact Information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452Phone Number
(757) 431-1414# of Employees
37SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,393AUM (Assets Under Management)
$1,946,076,910Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FINANCIAL SECURITY ADVISORY INC
State Registrations and Notice Filings
(1/13/2026)
(1/6/2025)
(1/13/2026)
(7/24/2012)
(8/16/2024)
(1/6/2014)
(1/13/2026)
(1/13/2026)
(1/13/2026)
(1/13/2026)
(1/13/2026)
(1/12/2016)
(4/11/2006)
(7/1/2024)
(1/13/2026)
(1/13/2026)
(1/6/2025)
(1/6/2025)
(1/2/2013)
(1/9/2023)
(1/6/2014)
(1/9/2023)
(1/13/2026)
(7/3/1997)
(1/8/2003)
(1/13/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Dec 2004Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2001About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Orlando's CRS (Customer Relationship Summary).
Services Offered by John
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
- Divorce Planning
- Retirement Planning
- Estate Planning
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