JO
John T. Orlando
FINANCIAL SECURITY ADVISORY
Virginia Beach, VA 23452
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CRD#: 2692207
JO
Professional summary
John Thomas Orlando, CFP® is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Virginia 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 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Divorce Planning
Retirement Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
NAME: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: VICE PRESIDENT; START DATE: 1/17/97; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Orlando's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
July 3, 1997 - Present
FINANCIAL SECURITY ADVISORY INC
Office #1: 477 Viking Drive Suite 305, Virginia Beach, VA 23452RIA
CRD#: 110746
Virginia Beach, VA
Current
November 6, 2001 - Present
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
Office #1: 477 Viking Dr Ste 305, Virginia Beach, VA 23452BD
CRD#: 43000
Virginia Beach, VA
Past
May 15, 1997 - August 28, 1997
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
BD
CRD#: 43000
VIRGINIA BEACH, VA
Past
January 1, 1996 - May 15, 1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
BD
CRD#: 37664
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/6/2025)
RR
Florida(7/24/2012)
IAR
Florida(8/16/2024)
RR
Georgia(1/6/2014)
RR
New Jersey(1/12/2016)
RR
North Carolina(4/11/2006)
IAR
North Carolina(7/1/2024)
RR
Pennsylvania(1/6/2025)
RR
Rhode Island(1/6/2025)
RR
South Carolina(1/2/2013)
RR
Tennessee(1/9/2023)
IAR
Texas(1/6/2014)
RR
Texas(1/9/2023)
IAR
Virginia(7/3/1997)
RR
Virginia(1/8/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/16/2004
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FS
FINANCIAL SECURITY ADVISORY INC
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746 / SEC#: 801-54496
RIA
Registered Investment Advisory firm - (5/15/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 431-1414
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,904 |
| AUM (Assets Under Management) | $ 1,570,635,977 |
Red Flags
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Company Information
FINANCIAL SECURITY ADVISORY INC
CRD#: 110746Virginia Beach, VA 23452TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
