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About Us – Barry M. Smith

Barry Smith

CFP®, AIF®
Phone: (407) 869-9800
Fax: (407) 869-9700
Toll Free: (800) 393-9900
E-mail: Barry@FinancialGroup.com

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., President of Certified Insurance Corp and Chief Compliance Officer of Certified Advisory Corp. He has been in the financial planning profession since 1981. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® (AIF®) designation. Mr. Smith is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of Maitland Securities, Inc. and TransAm Securities, Inc., registered Broker Dealers, members of FINRA/SIPC.

Mr. Smith is an active member of the Financial Planning Association (FPA) and the Central Florida Chapter of the FPA. He has also been recognized in Who’s Who Registry of Business Leaders. He has been a frequent past participant on FM 96.5 WDBO radio’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 the 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 FINRA (Financial Industry Regulatory Authority).

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Barry M. Smith

*SEC registration does not constitute an endorsement of the firm.

Gary Abely | Certified Financial Planner Aaron J. Bert | Certified Financial Planner Joseph F. Bert | Certified Financial Planner James Hachadorian | Certified Financial Planner
Gary Abely Aaron J. Bert Joseph F. Bert James Hachadorian
Nancy Hecht | Certified Financial Planner Roger Johnson | Certified Financial Planner Denise Kovach | Certified Financial Planner Judith Sanborn | Certified Financial Planner
Nancy Hecht Roger Johnson Denise Kovach Judith Sanborn
Barry Smith | Certified Financial Planner Harry Stadelmayer | Certified Financial Planner Todd Tocco | Certified Financial Planner
Barry M. Smith Harry Stadelmayer Todd J. Tocco

 

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