Barry Smith, CFP®, AIF®
Barry M. Smith, CFP®, AIF® has been with the company since 1985. Mr. Smith is President and Chief Compliance Officer of TransAm Securities, Inc. 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 Advisory Representative of Certified Advisory Corp, a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.
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 107.3FM & 580AM 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 lived in the Orlando area since 1973, have three grown children and 10 grandchildren. They now all reside in the Dallas Metro Area and Mr. Smith works remotely from his Texas location the majority of the year.
Mr. Smith’s professional licenses and registrations also include: Life and Health Insurance and Variable Annuities license with the State of Texas and a Series 6, 7, 22, 24, 51, and 63 with the Financial Industry Regulatory Authority (FINRA).
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