JO
CFP
JO
CFP

John Orlando

30 Years of Experience
BrokerSells Insurance

John Orlando is a CFP-designated registered investment advisor, based in Virginia Beach, VA, with 30 years of industry experience.

Location

477 Viking Drive, Suite 305, Virginia Beach, VA, 23452

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is the Vice President of Financial Security Group, Inc., offering life and health insurance sales and financial advisory services since 1997. This takes nearly full-time, including time during trading hours, and involves preparing quotes, applications, financial plans, and advisory services.

Employment History
Current Registrations
Financial Security Management, IncorporatedBroker
November 2001 - Present · 24 yrs 5 mos
Financial Security Advisory INC
July 1997 - Present · 28 yrs 9 mos
Previous Registrations
Financial Security Management, IncorporatedBroker
May 1997 - August 1997 · 3 mos
Davenport-Dukes Financial Services, INC.Broker
January 1996 - May 1997 · 1 yr 4 mos
State Registrations22 states
AZCADCFLGAILLAMAMDMINCNJOKORPARISCTNTXVAVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.