Frank Lovaglio
Managing Equity Partner at Security Financial Management, Inc.
- Role
- Managing Equity Partner at Security Financial Management, Inc
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Frank Lovaglio
Security Financial Management, Inc. is a full service financial planning firm and began serving clients in 1983. The business is domiciled in Orlando and Viera Florida. We serve clients nationwide.Security Financial Management, Inc. also provides financial and investment advice to the Central Florida listeners of the Nationally Syndicated \"Dave Ramsey\" financial talk radio show. We work with our clients in various ways depending on the nature of the relationship and the needs of each client. Common with all of our clients is a consultative relationship and a bond of mutual trust. In the following, we offer a summary of the approach we take in assisting our clients to meet their financial goals.How can a we help you-Establish financial and personal goals and create a plan to achieve them-Evaluate your financial well-being with a thorough analysis of your assets, liabilities, income, taxes, investments, and insurance-Identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths while reducing your financial weaknessesReview your plan periodically to accommodate your changing personal circumstances and financial goals.Please be advised that presently Frank Lovaglio holds a Series 7, Series 63, and Series 65 license.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC 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 (84••••••72). Investor Disclosures: BrokerCheck: https://brokercheck.finra.org/
Experience
Managing Equity Partner
Security Financial Management, Inc
Jan 1989 — Present · Orlando, FL, US
Education
Eckerd College
Bachelor of Science (B.S.), Finance
1980 — 1984
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