Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of Maitland Securities, Inc. and TransAm Securities, Inc. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an Investment Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, and a Registered Representative of Maitland Securities, Inc. and TransAm Securities, Inc.
Mr. Smith is a former member of the Financial Planning Association (FPA). He has been recognized in Who’s Who Registry of Business Leaders. He has been a frequent past participant on News 96.5 FM WDBO’s On the Money financial planning question and answer program and a frequent past participant in the Orlando Sentinel newspaper’s annual Financial Planning Hotline.
Mr. Smith has a Bachelor’s degree in Agricultural Economics from The University of Florida and has taken Post Graduate courses toward an MBA at the University of Central Florida. Mr. Smith and his wife have lived in the Orlando area since 1973, have three grown children and six grandchildren.
Mr. Smith’s professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Florida and a Series 6, 7, 22, 24, 51, and 63 with the Financial Industry Regulatory Authority (FINRA).